Technology
Best Practice | 12 Sep 18
5 ways open banking will boost advice – Bravura
Advice and wealth software provider backs plans for clients to share financial data
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