Technology
Conduct of Business – what will happen on 1 July?
The final phase of the Isle of Man Conduct of Business Code (COB) comes into effect on 1 July. It will set the regulatory benchmark for other jurisdictions to follow.
Tech firm to tackle cost of advice
Cost, quality and suitability are all linked
Deutsche Wealth unveils hybrid advisory platform
Launched in Hong Kong and Singapore this month, it will provide flat advisory fees to investors
AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’
Schroders develops wealth tool for US bank’s global clients
Combines science of behavioural finance and investment education to improve choices for high net worths