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Robo-adviser launches in Switzerland

Industry | 18 Sep 17

Robo killer IFA platform teams with Liberty Sipp

To help IFAs fight back against robo-advisers and make financial advice more affordable, automated investment platform Fundment has teamed up with Liberty Sipp to offer an integrated and low cost self-invested personal pension.

SEC fines two advice firms over client fee disclosure

North America | 9 Sep 16

SEC fines two advice firms over client fee disclosure

The US Securities and Exchange Commission has settled charges against two investment advice firms after some clients were unaware that they were being charged more than the single fee they were paying for investment services.

Hybrid pension plans can be good value, says Defaqto

Multi Asset | 8 Mar 16

Hybrid pension plans can be good value, says Defaqto

Formerly seen as the domain of high-net-worth clients, hybrid retirement solutions are now equally important for clients with more modest pension pots, according to independent financial research firm Defaqto.

Axa Wealth Int’l posts Q1 growth amid ‘challenging’ market

Investment | 7 May 15

Axa Wealth Int’l posts Q1 growth amid ‘challenging’ market

Axa Wealth International has seen funds under management grow by nearly £0.5bn throughout the first quarter of 2015, as the wider Axa Wealth group records across-the-board growth.


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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.