US robo adviser eyes Asia

US robo adviser eyes Asia

Marketriders, a US robo adviser recently acquired by broker Sogotrade, has its sights on the Hong Kong and China markets.

Published : 10, Mar 2017
UBS targets mass affluent market with new wealth platform

UBS targets mass affluent market with new wealth...

Swiss banking giant UBS has rolled out a new digital platform in the UK targeting a broader pool of investors.

Published : 8, Mar 2017
Sanlam to launch artificial intelligence investment service

Sanlam to launch artificial intelligence investment...

The Sanlam’s Group’s investment arm is to partner with a financial technology specialist to launch an investment service that uses artificial intelligence and machine learning to deliver targeted returns with the lowest risk of loss.

Published : 27, Feb 2017
Asset management outlook bright but technology threat lurks

Asset management outlook bright but technology...

Two-thirds of chief executives in the asset and wealth management industry believe technology will reshape their business over the next five years, but just 10% are prioritising the development of digital skills and capabilities within their companies.

Published : 20, Feb 2017
‘Hidden tech’ could be key to equities returns - Hermes

‘Hidden tech’ could be key to equities returns...

It was announced on Thursday that Snap, owner of Snapchat, has been valued at $22.2bn (£17.8bn, €20.9bn) ahead of its IPO next month, but could the secret to technology investments be in finding the ‘hidden’ technologies propping up the household names?

Published : 16, Feb 2017
Is there still opportunity to be found in the FANGs? (or Apple?)

Is there still opportunity to be found in the...

They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google (FANG) still offer opportunities this year?

Published : 15, Feb 2017
Disclosure is a benefit, 'not an enemy'

Disclosure is a benefit, 'not an enemy'Lock icon

Having avoided the high commission trap, Isle of Man-headquartered IOMA Group is well placed to thrive in the new world of fee disclosure and transparency, says managing director Chris Kenning.

Published : 9, Feb 2017
First robo-advice comparison site launched in UK

First robo-advice comparison site launched in...

A digital wealth comparison site providing a rundown of the UK and international automated financial services market, believed to a be a first, has been launched by a specialist consultancy firm.

Published : 1, Feb 2017
Rise of platforms in int’l markets inevitable, says Novia CEO

Rise of platforms in int’l markets inevitable,...Lock icon

Efforts in the UAE to postpone regulatory change are just putting off the inevitable and opening the door further for platforms to disrupt international markets, according to Novia Global chief executive, Bill Vasilieff.

Published : 25, Jan 2017
Lombard International unveils platform for IFAs

Lombard International unveils platform for IFAs...

Lombard International Assurance has launched a new platform called Connect.

Published : 17, Jan 2017
Praemium sees 29% rise in managed funds amid record inflows

Praemium sees 29% rise in managed funds amid record...Lock icon

Australian-headquartered platform provider Praemium has reported a 29% rise in funds under administration (FUA) for the year to 31 December 2016, driven by record inflows from its international units.

Published : 13, Jan 2017
Asset managers must ‘innovate and industrialise’

Asset managers must ‘innovate and industrialise’...Lock icon

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.

Published : 13, Jan 2017
Almost half of millennials would buy advice from Google

Almost half of millennials would buy advice from...Lock icon

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.

Published : 11, Jan 2017
Aviva to partner with LinkedIn in hunt for forgotten pensions

Aviva to partner with LinkedIn in hunt for forgotten...

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.

Published : 10, Jan 2017
Five tech trends advisers need to watch

Five tech trends advisers need to watch

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.

Published : 9, Jan 2017
Japanese insurer to replace staff with AI system

Japanese insurer to replace staff with AI system...

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.

Published : 6, Jan 2017
European robo-adviser plans UK launch promising 20% returns

European robo-adviser plans UK launch promising...

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.

Published : 5, Jan 2017
Swiss firm aims to digitalise fund selection process

Swiss firm aims to digitalise fund selection process...

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.

Published : 19, Dec 2016
Customers failed by 'clueless' robo-advisers

Customers failed by 'clueless' robo-advisers

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.

Published : 16, Dec 2016
China's robo-advisers struggle to attract investors

China's robo-advisers struggle to attract investors...

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.

Published : 15, Dec 2016

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