Technology
UBS unveils wealth management platform in China
It is the group’s first offering of its kind in the Asia Pacific region
L&G and Lloyds make £35m investment in fintech firm
To help develop solutions around pensions and wealth
Investment | 18 Oct 22
Dubai fintech rolls out investment app
In a bid to help people save more towards their retirement
Best Practice | 11 Oct 22
Client suitability systems not up to scratch, say wealth managers
Just 7% believe current processes can react quickly to changes in customer circumstances
Best Practice | 5 Oct 22
Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner