- Best Practice
- Members' Area
- Your IA
The asset management industry is facing an innovation dilemma as it struggles to free itself from encumbered business models and embrace industrialisation, says Matthew Lamb, chief executive of Pacific Asset Management.
More than a third of investors around the world are prepared to use robo-advisers, with an increasing number millennials, those aged 18-35, admitting they would buy insurance from an online provider such as Google or Amazon, a new report by consultancy firm Accenture has revealed.
British insurer Aviva is in talks to team up with social media giant LinkedIn to create a scheme to track millions of forgotten pension pots.
Adviser platforms, wealth managers, and financial advisers need to keep five key technology trends in mind as they navigate the ever-shifting financial services landscape, according to Alex Kerry, head of Winterflood Business Services.
A major Japanese insurance firm is to lay off 34 staff in its payment assessment department and replace them with an artificial intelligence (AI) system this month to improve operating efficiency.
European wealth management firm Novofina will launch in the UK this year bringing “state-of-the-art” algorithms which it claims can deliver 20% returns for investors.
Zurich-based fund information provider fundinfo and its partner ifund services have launched Digital-Advisor, a fund selector that analyses both active and passive funds and match them to an investor’s preferences.
Robo-advice firms “do not have a clue” how to communicate well with clients according to research published on Friday calling for the Financial Conduct Authority (FCA) to enforce vigorous rules in the industry.
The biggest challenge for robo-advisers in China is convincing people to take a long-term view on passive investing, says Frank Wang, managing director at Creditease Wealth Management.
Fintech firms will be able to test certain services in Australia without holding a financial services or credit licence under a “unique” exemption offered by the Australian Securities and Investments Commission (Asic).
Robo-advisers in Asia are increasingly targeting clients traditionally serviced by the region's wealth managers, despite the age-old assumption that wealthy individuals prefer face-to-face advisers.
The financial advisory space is undergoing an enormous amount of flux at the moment.
Crossbridge Capital and Morningstar are collaborating on a newly-launched digital advisory platform that targets high net worth (HNW) individuals and US expats, which they believe are under-served in Asia.
Robo-advice will not kill off financial advisers but will instead help them cater to less profitable clients, according to chief executive of digital investment manager Moo.la, Gemma Godfrey.
Online investment platform Nutmeg has confirmed that it is in the testing stages of launching its automated advice service.
Disruption of the funds management industry through the application of financial technology (fintech) is likely to come from mainland China, according to ICI Global, the international arm of the Investment Company Institute.
EValue founder Bruce Moss says robo-advice has the potential to irrevocably alter the consumer experience in the financial services industry, but it has to live up the regulatory standards and bespoke nature of traditional advice.
UBS is entering the robo-advice space as it prepares to bring a digital wealth management proposition to market next month in a bid to attract younger clients.
Wayne Sorour, head of Old Mutual International South Africa, talks to us about the...
The UAE Insurance Authority (IA) is to issue a new...
The United States will become the last global tax haven...
HM Revenue & Customs boosted revenue from its counter-avoidance...
Nucleus chairman and Skandia founder Paul Bradshaw...
Malta has been accused of being a tax haven after a...