Five top advisers predict the perfect business in five years

Five top advisers predict the perfect business...

The financial advisory space is undergoing an enormous amount of flux at the moment.

Published : 16, Nov 2016
Newly-launched platform targets Singapore’s HNW and US expats

Newly-launched platform targets Singapore’s HNW...

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.

Published : 2, Nov 2016
 Robo-advisers will not 'kill off' traditional IFAs

Robo-advisers will not 'kill off' traditional...

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.

Published : 1, Nov 2016
Nutmeg preparing to launch free advice chatbot

Nutmeg preparing to launch free advice chatbot...

Online investment platform Nutmeg has confirmed that it is in the testing stages of launching its automated advice service.

Published : 28, Oct 2016
China - the source of fintech disruption?

China - the source of fintech disruption?

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.

Published : 27, Oct 2016
Robo-advice done right will be bespoke and regulated

Robo-advice done right will be bespoke and regulated...

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.

Published : 13, Oct 2016
UBS launches ’robo’ wealth manager

UBS launches ’robo’ wealth manager

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.

Published : 11, Oct 2016
ANALYSIS: A flash in the pan or echoes of Black Monday?

ANALYSIS: A flash in the pan or echoes of Black...

As budding financial detectives seek the culprit for last week’s ‘flash crash’ in sterling, others are reminded of crises past.

Published : 10, Oct 2016
Tech disruption offers opportunity, says M&G digital head

Tech disruption offers opportunity, says M&G digital...

Technology is disrupting the asset management industry but offers many opportunities in the process, according to Dominic Traynor, head of digital at M&G Investments.

Published : 29, Sep 2016
Allianz invests $7m in Italian robo-adviser MoneyFarm

Allianz invests $7m in Italian robo-adviser MoneyFarm...

German insurance giant Allianz has bought an undisclosed minority share in Italian digital wealth manager MoneyFarm in a bid to keep pace with the fast-moving fintech sector.

Published : 27, Sep 2016
Belgian IFA firm launches robo-adviser for US expats

Belgian IFA firm launches robo-adviser for US...

Cross Border Planning, a Brussels-based advice firm catering to US expats in Belgium, has launched a robo-advice service aimed at providing low cost investment accounts for lower income clients.

Published : 26, Sep 2016
IA Tech Roundup: Stop talking in future tense

IA Tech Roundup: Stop talking in future tense

Much has been written about the disruptive impact technology has and is liable to continue to have on the financial services sector but the point, however, is to take some action.

Published : 16, Sep 2016
 Taiwan’s tech disruption offers long-term opportunity, says Hermes

Taiwan’s tech disruption offers long-term opportunity,...

From semiconductor manufacturer TSMC to companies specialising in advanced driver assistance systems (Adas) in automobiles, Taiwan is home to a number of disruptive innovators that investors would be wise to take notice of, according to Hermes senior investment analyst Kunjal Gala.

Published : 13, Sep 2016
Singapore signs fintech agreement with Switzerland

Singapore signs fintech agreement with Switzerland...

The Monetary Authority of Singapore (Mas) and the Swiss Financial Market Supervisory Authority (Finma) signed a cooperation agreement on Monday to foster greater cooperation on fintech.

Published : 12, Sep 2016
Don’t dismiss fintech revolution, but don’t romanticise it

Don’t dismiss fintech revolution, but don’t romanticise...

A random walk through the world of wealth management.

Published : 8, Sep 2016
Australian regulator publishes digital advice guide

Australian regulator publishes digital advice...

The Australian corporate regulator has released formal guidance on providing robo-advice or other forms of digital advice to retail clients in order to help the growing band of start-ups and fintech companies entering the field.

Published : 30, Aug 2016
UK fintech start-up to launch straightforward robo-adviser

UK fintech start-up to launch straightforward...

Robo-advice and investment service Munnypot said it plans to launch a financial advice service to the UK market in the autumn that offers straightforward advice using simple language.

Published : 18, Aug 2016
UK tech disruption, protected funds boost Praemium’s results

UK tech disruption, protected funds boost Praemium’s...

A strong UK performance, innovative products, and staying ahead of the technology curve all combined to give Praemium “a really good year”, chief executive Michael Ohanessian told International Adviser in an exclusive interview.

Published : 17, Aug 2016
Singapore regulator sets up fintech advisory panel

Singapore regulator sets up fintech advisory panel...

The Monetary Authority of Singapore (Mas) has set up an international technology advisory panel (Itap) to discuss fintech developments around the world and how Singapore can harness new technologies to enhance its financial services industry.

Published : 3, Aug 2016
Platforms’ role to grow as client data becomes increasingly crucial

Platforms’ role to grow as client data becomes...

The visibility of data to which platforms have access is going to become increasingly valuable says Barry Neilson, business development director at Nucleus.

Published : 29, Jul 2016

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