Technology
Tech helps wealth firms ‘place energy in right channels’
IFA solutions provider believes ‘anyone who hasn’t got a client portal system will be left by the wayside’
Fidelity subsidiary invests $4.5m in Indian wealth tech
The investment will help bolster the platform’s offering for clients in the south Asian country
Tech will not replace advisers, say 84% of US investors
Survey finds only 24% currently use automated investing technology for their own investing
Chinese healthcare app hits 50m users in under six months
Alibaba-backed blockchain technology targeting 300 million in the next two years
The future of wealth management is bionic
Wealth managers have long seen robo-advice and human expertise as distinct alternatives, but firms can offer the two in tandem – and they must if they are to avoid being left behind