Technology
Technology | 9 Jan 17
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.
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.
European robo-adviser plans UK launch promising 20% returns
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.
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.
Technology | 16 Dec 16
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.