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Insights

Financial adviser or soothsayer?

Jul 19, 2023
Gerry Brown
A soothsayer is a person who is supposed to be able to foresee the future. In the eyes of their clients, financial advisers and paraplanners are assumed to have this attribute. Advisers, assisted by their paraplanners, look to the future in terms of ensuring that their clients have adequate retirement income, look to the future in terms of inheritance tax planning and look to the future in ensuring that wealth is maintained and passed down to future generations.
Financial adviser or soothsayer?

Financial adviser or soothsayer?

Jul 19, 2023
Gerry Brown
Financial adviser or soothsayer?

What are carbon markets and how do they work?

Jul 12, 2023
Joshua Downes
Carbon pricing is intended to reduce greenhouse gas emissions by placing a financial cost on the carbon content of fossil fuels or the emissions themselves. Carbon markets allow businesses and organisations to offset their emissions by buying additional ‘credits’. But how effective have these mechanisms been at reducing global greenhouse gas emissions?
What are carbon markets and how do they work?

What are carbon markets and how do they work?

Jul 12, 2023
Joshua Downes
What are carbon markets and how do they work?

Why Consumer Duty demands a change in bank culture

Jun 20, 2023
Paul Stallard
Consumer Duty effectively means that banks and financial services companies can no longer just say they act to deliver good outcomes for their retail customers. Going forward, they must prove it and to do that a lot of change is needed.
Why Consumer Duty demands a change in bank culture

Why Consumer Duty demands a change in bank culture

Jun 20, 2023
Paul Stallard
Why Consumer Duty demands a change in bank culture

How to support vulnerable customers in banking and finance

Aug 08, 2022
Paul Stallard
If your in customer services, how can you support customers who find themselves in financial distress? Interest rate rises, out of control inflation, supply chain disruption and an all-round increase in the cost of living are creating financial hardship – particularly among borrowers.
How to support vulnerable customers in banking and finance

How to support vulnerable customers in banking and finance

Aug 08, 2022
Paul Stallard
How to support vulnerable customers in banking and finance

Credit Suisse and boardroom accountability

Nov 25, 2021
Emmanuel Rondeau
Over the past decade, hardly a single bank has escaped significant risk or compliance issues. Visiting Professor, Emmanuel Rondeau looks at the significance of recent shareholder action at Credit Suisse.
Credit Suisse and boardroom accountability

Credit Suisse and boardroom accountability

Nov 25, 2021
Emmanuel Rondeau
Credit Suisse and boardroom accountability

How fintech can support sustainability

Nov 15, 2021
Juno Baker
Dr Christian Spindler is a faculty member at the Centre for Digital Banking & Finance and the founder of Sustainaccount. He explains how fintech can measure environmental, social and corporate government (ESG) data and help the world transition to a greener and more sustainable economy.
How fintech can support sustainability

How fintech can support sustainability

Nov 15, 2021
Juno Baker
How fintech can support sustainability

The future of green mortgages

Apr 19, 2021
Richard Northedge
Green mortgages reward borrowers with lower interest rates for buying energy-efficient homes. Richard Northedge looks at this new market – including lenders and the level of consumer demand for home loans. And he questions whether its future is sustainable in the long term.
The future of green mortgages

The future of green mortgages

Apr 19, 2021
Richard Northedge
The future of green mortgages

Thought leadership: the case for disability on financial companies’ boards

Dec 14, 2020
Jacob J Meagher
Despite moves to increase equality and diversity in banking and finance and on company boards, disabled inclusion has been largely overlooked. This is a missed opportunity for financial services companies, says Jacob J Meagher.
Thought leadership: the case for disability on financial companies’ boards

Thought leadership: the case for disability on financial companies’ boards

Dec 14, 2020
Jacob J Meagher
Thought leadership: the case for disability on financial companies’ boards

Thought leadership: Bank branch closures, fintech and financial inclusion

Oct 28, 2020
Helene Panzarino
Helene Panzarino examines how the closure of bank branches and the move to online banking is affecting rural communities and people without access to digital. She reflects on changing customer relationships and looks at a possible fintech-led solution to ensure financial inclusion.
Thought leadership: Bank branch closures, fintech and financial inclusion

Thought leadership: Bank branch closures, fintech and financial inclusion

Oct 28, 2020
Helene Panzarino
Thought leadership: Bank branch closures, fintech and financial inclusion