Technology
Best Practice | 1 Jun 16
Wealth managers way behind digital trend, PwC says
Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to a new report from PwC.
Technology | 27 May 16
Half of UK advisers offer clients 24hr portfolio access
Half of UK financial advisers now offer their clients 24-hour access to their investment portfolios, more than double the number that provided the same service last year, according to a new report by ratings and research agency Financial Express (FE).
Middle East | 26 May 16
AES picks Xplan software to automate its business
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.
Investment | 25 May 16
ANALYSIS: Should IFAs and fund supermarkets fear the price war?
The investment industry has seen an unusual flurry of fee cuts, transparency improvements and new launches recently but is this all for the better or a reason to worry for some?
Robo-advisers on the rise, CFA survey shows
Robo-advisers will have a significant impact on the financial services industry over the next five years, a global fintech survey by CFA Institute showed.