Fintech
Technology | 28 Aug 18
£379bn advice tech provider integrates pension switching firm
Back office system teams up with Selectapension
DeVere launches investment app
The fintech proposition allows clients to be more ‘hands on’ with their investments
Best Practice | 23 Aug 18
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat
Click through the slides below to see the top tips
Three ways Singapore advisers need to build trust
Singapore’s regulator has called on advisers to build trust by empowering clients, raising conduct standards and enhancing oversight.
Ex-Barclays Wealth chief’s insight tool courting investors
Former Barclays Wealth and Investment chief executive Akshaya Bhargava has founded a fintech app, which promises to bring insights from institutional asset management to private investors and their advisers.