Technology
Manulife eyes robo-advisor adoption
Platform to help firm’s clients with asset allocation and fund selection
Sale of UBS Smartwealth shows importance of face-to-face advice
Private bank comments on disposal of mass affluent online service
Technology | 28 Aug 18
£379bn advice tech provider integrates pension switching firm
Back office system teams up with Selectapension
Best Practice | 28 Aug 18
Brexit speeds end to client signature chase
Era of ‘wet ink’ antiquated in the digital age
DeVere launches investment app
The fintech proposition allows clients to be more ‘hands on’ with their investments