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Technology

Swiss-Asia expands to target growth in financial entrepreneurs

Asia | 21 Aug 15

Swiss-Asia expands to target growth in financial entrepreneurs

Swiss-Asia Financial Services (Swiss-Asia), a Singapore-based independent asset management company, said it plans to expand its operations to meet the rising demand coming from entrepreneurial finance professionals.

IFA unveils ‘robo-advice’ service to expand investor choice

Technology | 7 Aug 15

IFA unveils ‘robo-advice’ service to expand investor choice

A small independent advisory business is launching a new ultra low-cost ‘robo-advice’ service later this month.

Advisers feel ‘fear and trepidation’ towards robo-advice

Technology | 3 Aug 15

Advisers feel ‘fear and trepidation’ towards robo-advice

Some financial advisers feel “fear and trepidation” that they will be disintermediated by the rise in digital technologies, according to business and technology specialist Sapient Global Markets.

Australia’s ASIC moves to free up digital disclosure methods

Technology | 29 Jul 15

Australia’s ASIC moves to free up digital disclosure methods

Australia’s financial regulator has updated its guidelines on product disclosures to improve the ability of financial services firms to use digital channels and to encourage the use of more innovative communication strategies.

Rowan Dartington sale to SJP to boost Ardan appeal

M&A Deals | 29 Jul 15

Rowan Dartington sale to SJP to boost Ardan appeal

Rowan Dartington’s acquisition by UK wealth manager St James’s Place for £34m in cash will boost the appeal of its platform, Ardan International, to financial advisers and help expand its business in Asia, the company’s chairman said.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.