Technology
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.
China’s robo-advisers struggle to attract investors
The biggest challenge for robo-advisers in China is convincing people to take a long-term view on passive investing, says Frank Wang, managing director at Creditease Wealth Management.
Australia offers fintech licensing exemption
Fintech firms will be able to test certain services in Australia without holding a financial services or credit licence under a “unique” exemption offered by the Australian Securities and Investments Commission (Asic).
Robo-advisers gain momentum in Asia
Robo-advisers in Asia are increasingly targeting clients traditionally serviced by the region’s wealth managers, despite the age-old assumption that wealthy individuals prefer face-to-face advisers.
Five top advisers predict the perfect business in five years
The financial advisory space is undergoing an enormous amount of flux at the moment.