Advice Gap
Technology | 18 Aug 16
UK fintech start-up to launch straightforward robo-adviser
Robo-advice and investment service Munnypot said it plans to launch a financial advice service to the UK market in the autumn that offers straightforward advice using simple language.
Retirement fears still stalk the offshore market
A recent survey by HSBC showed that 50% of its clients currently fear retirement.
Technology | 5 May 16
Cost seen driving mass affluent investors toward robo-advice
Mass affluent investors are more likely to use a robo-advice service in place of a human financial adviser than higher net worth individuals or institutions, according to a survey by Australia’s Chartered Financial Analyst (CFA) institute.
United Kingdom | 12 Oct 15
UK Gov’t kick-starts consultation into accessibility of advice
The Treasury and the Financial Conduct Authority (FCA) have jointly initiated a consultation to “radically improve” the access and affordability of financial advice in the UK, the first step in a major review of the industry.
Tax & Regulation | 3 Aug 15
APFA says UK Gov’t needs to fix ‘unfair rules’ facing advisers
The UK Government needs to address “unfair rules” which mean advisers face uncapped liability until death, the Association of Professional Financial Advisers (APFA) said in its response to the launch of a Financial Advice Market Review.