Robo-advice
Best Practice | 7 Jul 16
UK adviser profit growth under threat
Despite 68% of UK financial advisers reporting more profitable operations this year compared with 2015, low growth in client funds is a potential threat to future profits.
HK rules seen as bottleneck to rise of robo-advisers
Hong Kong regulations require human involvement rather than an automated process in order to provide wealth management services, said iFast Financial (HK) chief operating officer Kelvin Yip.
Best Practice | 6 Jun 16
Robo-advice: Are you 0110101 joking?
“Dave, this conversation can serve no purpose anymore. Goodbye.” Those immortal words from Hal, the computer in Stanley Kubrick’s film ‘2001: A Space Odyssey’ had massive ramifications for the spaceship’s crew member and could be a portend (albeit fictional) for the way robo-advice may be taking us.
Technology | 27 May 16
Half of UK advisers offer clients 24hr portfolio access
Half of UK financial advisers now offer their clients 24-hour access to their investment portfolios, more than double the number that provided the same service last year, according to a new report by ratings and research agency Financial Express (FE).
Robo-advisers on the rise, CFA survey shows
Robo-advisers will have a significant impact on the financial services industry over the next five years, a global fintech survey by CFA Institute showed.