Robo-advice
Best Practice | 16 Apr 18
Beware the double-edged sword of technology
With advisers and life companies rushing to embrace technology to boost their clients’ user experience, a survey from PwC has found that the majority of consumers want more human interaction in future, not less.
Investment | 28 Mar 18
Allianz backed robo-adviser launches Sipp
Digital wealth manager Moneyfarm has launched a self invested personal pension (Sipp).
Malaysia readies robo-adviser licence
Malaysia’s regulator has provided details on applying for a robo-advisory asset manager licence, after first announcing the plan in 2017.
5 steps to stay ahead of the demand for digital advice
Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.
International robo firm launches low cost advice offering
Scalable Capital, a UK and European digital wealth manager, has launched a financial advice service.