First ETN tracking 'crypto-fuel' lists on Nasdaq

First ETN tracking 'crypto-fuel' lists on Nasdaq...

The first exchange-traded notes tracking the price of ether, a ‘crypto-fuel’, have been launched for European investors.

Published : 16, Oct 2017
Guardian unveils auto-plan tool

Guardian unveils auto-plan tool

Guardian Wealth Management (GWM) has launched an automated financial planner.

Published : 4, Oct 2017
DeVere expands fintech offering with investment app

DeVere expands fintech offering with investment...

Clients will be able to buy structured notes, ETFs and mutual funds via an execution-only investment app launched by deVere Group on Wednesday.

Published : 4, Oct 2017
Ten technology challenges facing financial advisers

Ten technology challenges facing financial advisers...

Find out which are the 10 most disruptive technological forces that are affecting the financial services industry, and what financial advisers need to do to avoid perishing in the new world order.

Published : 27, Sep 2017
Online wealth manager launches cost comparison tool

Online wealth manager launches cost comparison...

Many investors are not aware how much their wealth manager is charging them for advice and management services, according to online wealth manager Netwealth.

Published : 26, Sep 2017
BNP Paribas AM buys majority stake in Belgian robo-adviser

BNP Paribas AM buys majority stake in Belgian...

BNP Paribas Asset Management has acquired a majority stake in Gambit, a Belgian fintech firm that will become the preferred partner for robo-advisory solutions for BNP’s retail and wealth management networks.

Published : 7, Sep 2017
Why the tech sector keeps on giving

Why the tech sector keeps on givingLock icon

Technology shares worldwide had a roaring first half of 2017, but questions are now being asked about the outlook as concerns grow over the prospects for some of the sector’s biggest names.

Published : 14, Aug 2017
The secret to boosting US equity fund performance

The secret to boosting US equity fund performance...

Most active US equity funds struggle to outperform their benchmark but this year, the secret to has been surprisingly straightforward - the fund manager just had to hold two keys stocks.

Published : 2, Aug 2017
Chinese robo-adviser expands overseas

Chinese robo-adviser expands overseas

Beijing-based robo-adviser Xuanji has announced plans to launch a fully-automated portfolio service in Asia, its first foray outside China.

Published : 21, Jul 2017
Smith & Williamson unveils Artificial Intelligence equity fund

Smith & Williamson unveils Artificial Intelligence...

London-based investment boutique Smith & Williamson has launched a global thematic Artificial Intelligence equity fund.

Published : 19, Jul 2017
DeVere CEO sells remaining STM stake to focus on fintech

DeVere CEO sells remaining STM stake to focus...Lock icon

The founder and chief executive of the deVere Group, Nigel Green, has sold his remaining 2% stake in the specialist Qrops provider STM Group.

Published : 10, Jul 2017
AI robo-adviser Aqumon the latest to launch in Hong Kong

AI robo-adviser Aqumon the latest to launch in...

A robo-adviser that uses machine learning to create a balanced investment portfolio for clients is the latest automated service to launch in Hong Kong amid a string of new entrants into the competitive market.

Published : 6, Jul 2017
Life assurance and the digital fightback

Life assurance and the digital fightback

Life assurers are having to make big strides to catch up with advisers and mass market retail providers when it comes to digital innovation to meet growing expectations from high net worth individuals (HNWI), according to Lombard International Assurance's Aidan McClean.

Published : 29, Jun 2017
How to build a successful advice business

How to build a successful advice businessLock icon

Building a successful advice business is not rocket science but it does require a clear vision, strategic objectives and the adoption of big data. Old Mutual Wealth's head of international distribution development, Mike Leeson, offers a road map to success.

Published : 27, Jun 2017
BlackRock claims stake in European robo-adviser

BlackRock claims stake in European robo-adviser...

BlackRock has acquired a significant minority stake in digital investment manager Scalable Capital.

Published : 20, Jun 2017
Sanlam switches on AI in 'world first' for fund industry

Sanlam switches on AI in 'world first' for fund...

Sanlam has claimed it is now offering the world’s first ever balanced fund run by artificial intelligence and machine learning.

Published : 15, Jun 2017
Demise of the machines as Macquarie closes robo-advice unit

Demise of the machines as Macquarie closes robo-advice...

Macquarie's direct robo-advice service is to be shut down with its automated advice offering integrated into the bank's wealth platform following the sudden death of founder and chief investment officer John O’Connell.

Published : 15, Jun 2017
Bahrain to lure fintech startups with regulatory sandbox

Bahrain to lure fintech startups with regulatory...

The Central Bank of Bahrain (CBB) is to create a regulatory sandbox so that startups and fintech firms can test their ideas and solutions and strengthen the Gulf state’s position as a regional fintech and financial services hub.

Published : 15, Jun 2017
Human-robo combo has greatest chance of success

Human-robo combo has greatest chance of success...

A combination of human and robo could be the answer for underserved Asian investors seeking low-cost technology-driven financial advice, a market that pure robo-advice providers have found hard to crack.

Published : 9, Jun 2017
DFMs and platforms: a mutually beneficial partnership

DFMs and platforms: a mutually beneficial partnership...Lock icon

The offshore platform market is nowhere near as developed as the UK but there is a huge opportunity for platforms and discretionary fund managers (DFMs) to work together, as David Field, Novia Global’s head of customer services, explains.

Published : 1, Jun 2017

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Expat pensions at risk admits UK chancellor
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FCA bans adviser spouses for 'calculated' deception
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'Outdated' EU directive will swamp advisers warns expert
'Outdated' EU directive...

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