Industry
Discretionary permissions on the slide at Nucleus
Adviser interest in obtaining discretionary permissions on the Nucleus platform has slumped, it has revealed.
Investment | 31 Jul 18
Megatrends that will shape investment growth
There are nine key megatrends that will have a big impact on the investment philosophy of the future, according to research by RBC Wealth Management, part of the Royal Bank of Canada.
Independent advisers move up as Asia private banks retreat
The high minimum amount to open a private bank account is creating opportunities for small boutique wealth managers, according to Simon Parfitt, director at Hong Kong-based Pyrmont Wealth Management.
Retirement | 30 Jul 18
Phoenix Life named and shamed over pension transfers
Insurer Phoenix Life levies the highest pension transfer exit fees and pensions consultancy Xafinity is the slowest to process transfers, a survey has revealed.
Only 1% of consumers using robo-advice
Despite many fintech firms proclaiming robo-advice growth, a major survey by GlobalData has revealed that, across the generations, only 1% of consumers are using the technology to invest.