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4465 Results from /regulation

Retired Member

Retired Member 

MiFID II - why there is more to be done in 2018

MiFID II is one of the most far-reaching changes to financial market regulation yet. Investment and wealth management as well as wealth advisory firms are the most impacted segments, especially those who will now have to spend more time familiarising themselves with the new regulation where they have not had to deal with similar requirements with ...

/regulation

Retired Member

Retired Member 

ESMA’s first Heisenberg moment

Anyone who has watched the cult TV series Breaking Bad knows that Heisenberg was the clandestine alias adopted by the show's chief protagonist, Walt White. The 'original' Heisenberg was, of course, the brilliant German theoretical physicist who developed his famous Uncertainty Principle. Simply stated it says that one can know either the position ...

/regulation

Freddie McMahon

Freddie McMahon Director Strategy and Innovation at DF2020 Ltd

CHATBOTS UNDER-HYPE: THE NEW FRONTIER TO SIMPLIFY COMPLEX KNOWLEDGE PART 3

Just as a reminder, Complex Knowledge is any combination of regulatory, statutory, legal, tax, tariff, policy and procedure matter, which is primarily found within documents. USE CASE: HOUSEHOLDER PLANNING PERMISSION (continued) Preparing the Complex Knowledge from Monologue to Dialogue In context to the earlier defined scope, the knowledge wa...

/ai /regulation Finance 2.0

Retired Member

Retired Member 

Storm in a tea cup

As Storm Eleanor literally howled across the UK last night I woke up wondering if it was some portent to today – Jan 3rd – MiFID II go-live day. But here I am, sat at my desk, and everything seems pretty normal. No one seems to expect huge volumes today though, as traders gently blip the throttles of their new MiFID compliant trading machines. But...

/regulation

Retired Member

Retired Member 

Humans and robots: the future of customer-centric banking

A recent report by the Future of Work Commission, chaired by deputy Labour party leader Tom Watson, made me reflect on how banks in the UK have dealt with the technological revolution of the last few years, and how they might fare in 2018, when the pace of change will undoubtedly quicken. Indeed, a mainstream newspaper covering the report ran th...

/regulation /retail Financial Risk Management

Freddie McMahon

Freddie McMahon Director Strategy and Innovation at DF2020 Ltd

CHATBOTS UNDER-HYPE: THE NEW FRONTIER TO SIMPLIFY COMPLEX KNOWLEDGE PART 2

Just as a reminder, Complex Knowledge is any combination of regulatory, statutory, legal, tax, tariff, policy and procedure matter, which is primarily found within documents. USE CASE: HOUSEHOLDER PLANNING PERMISSION Setting the scene The understandings from this particular use case are universal in terms of Complex Knowledge. The initial sce...

/ai /regulation Innovation in Financial Services

Retired Member

Retired Member 

ESMA’s third-country venues - the naughty or nice list

ESMA recently issued guidance on the treatment of commodity derivatives traded on third-country venues in the context of the MiFID ll position limit regime. Prior to this is was not clear if commodity derivatives traded on a third-country exchange would be considered economically equivalent OTC (“EEOTC”) contracts and would consequently fall unde...

/regulation

Freddie McMahon

Freddie McMahon Director Strategy and Innovation at DF2020 Ltd

CHATBOTS UNDER-HYPE: THE NEW FRONTIER TO SIMPLIFY COMPLEX KNOWLEDGE PART 1

The Opportunity The simplification of Complex Knowledge is a paradigm shift opportunity for chatbots, with the potential to bring benefits to every person and every organisation on the planet. The Definition Complex Knowledge is any combination of regulatory, statutory, legal, tax, tariff, policy and procedure matter, which is primarily found w...

/ai /regulation Fintech innovation and startups

Retired Member

Retired Member 

Technology outlook for financial markets in 2018

2018 is around the corner, offering an opportunity to reflect on the previous year and look at the trends that are likely to shape the financial services sector in the coming year. Just like last year, in this article I offer five technology predictions for financial markets in 2018. 1) Cloud adoption. Cloud has been a prominent talking poi...

/regulation Trends in Financial Services

Retired Member

Retired Member 

Not a lot of people know that

Not a lot of people know that Commonly attributed to Sir Michael Caine, what a lot of people don't know is that it was actually said by someone else. “Not a lot of people know that” With MiFiD II just around the corner, inexplicably the phrase, ‘Not a lot of people know that’ came to mind. Commonly attributed to Sir Michael Caine, what a lot of peo...

/regulation MiFID

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