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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Robo-advice

Belgian IFA firm launches robo-adviser for US expats

Europe | 26 Sep 16

Belgian IFA firm launches robo-adviser for US expats

Cross Border Planning, a Brussels-based advice firm catering to US expats in Belgium, has launched a robo-advice service aimed at providing low cost investment accounts for lower income clients.

IA Tech Roundup: Stop talking in future tense

Best Practice | 16 Sep 16

IA Tech Roundup: Stop talking in future tense

Much has been written about the disruptive impact technology has and is liable to continue to have on the financial services sector but the point, however, is to take some action.

Don’t dismiss fintech revolution, but don’t romanticise it

Best Practice | 8 Sep 16

Don’t dismiss fintech revolution, but don’t romanticise it

A random walk through the world of wealth management.

Australian regulator publishes digital advice guide

Best Practice | 30 Aug 16

Australian regulator publishes digital advice guide

The Australian corporate regulator has released formal guidance on providing robo-advice or other forms of digital advice to retail clients in order to help the growing band of start-ups and fintech companies entering the field.

Robo

United Kingdom | 23 Aug 16

Robo-advisers will take years to be profitable, warns report

Robo-advisers will have to wait up to a decade to make a profit from their clients, according to a new report into the sector.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.