How to build a successful advice business

How to build a successful advice business

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
Hargreaves Lansdown adds bitcoin tracker to platform

Hargreaves Lansdown adds bitcoin tracker to platform...

Hargreaves Lansdown, which operates the UK's biggest online trading platform, is to allow clients to invest in a dedicated bitcoin Exchange Traded Note (ETN) through its SIPP and brokerage services.

Published : 1, Jun 2017
Int’l platform Momentum adds ‘guided architecture’ fund range

Int’l platform Momentum adds ‘guided architecture’...

International platform provider Momentum has launched a new “guided architecture” fund range, which it has developed with its UK asset management arm Momentum Global Investment Management (MGIM).

Published : 31, May 2017
SJP unveils ‘smarter cash’ management platform

SJP unveils ‘smarter cash’ management platform...

St James’s Place has partnered with London fintech group Flagstone to offer clients a new online cash management platform.

Published : 15, May 2017
UK and Hong Kong regulators sign fintech agreement

UK and Hong Kong regulators sign fintech agreement...

The Financial Conduct Authority has entered into a co-operation agreement with Hong Kong’s Securities and Futures Commission (SFC) to support innovation in fintech.

Published : 12, May 2017
CFA exam to include fintech topics

CFA exam to include fintech topics

The Chartered Financial Analyst (CFA) exam is to be updated to include topics such as big data, artificial intelligence and robo-advice.

Published : 10, May 2017
Tighter rules unveiled for HK platforms and robo-advisers

Tighter rules unveiled for HK platforms and robo-advisers...

Hong Kong's Securities and Futures Commission (SFC) has proposed a set of suitability requirements for online platforms and robo-advisers which sell ‘complex’ investment products.

Published : 8, May 2017
 DeVere Group launches new banking app deVere Vault

DeVere Group launches new banking app deVere Vault...

DeVere Group has launched a new banking app to coincide with its recently-unveiled plans for an investment bank on the offshore jurisdiction of Mauritius.

Published : 10, Apr 2017
Alibaba-backed robo-adviser Youyu launches in Hong Kong

Alibaba-backed robo-adviser Youyu launches in...

Hong Kong-listed Yunfeng Financial Group's has launched a direct-to-consumer robo-adviser Youyu.

Published : 10, Apr 2017
RL360° launches new tablet app aimed at Quantum product

RL360° launches new tablet app aimed at Quantum...

RL360° has launched a new tablet app which will allow applications to the life insurer’s flagship regular premium savings product, RL360° Quantum, to be submitted online.

Published : 27, Mar 2017
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

Sponsored Content

Nearly 2,000 caught up in ‘biggest ever’ Abu Dhabi scam
Nearly 2,000 caught up...

Almost two thousand people have been caught up in a...

FCA to overhaul pension transfer advice rules
FCA to overhaul pension...Lock icon

Advice on pension transfers is to be provided as a...

EU’s new tax avoidance law to target Channel Island schemes
EU’s new tax avoidance...

Schemes involving transactions to low tax jurisdictions...

Overseas pension transfers more complex under new FCA rules
Overseas pension transfers...Lock icon

Transfers to overseas pensions are likely to become...

Most expensive global expat cities 2017
Most expensive global...Lock icon

Five Asian and three European cities were among the...

OTHER STORIES FROM LAST WORD...