‘MyRobot' should be my financial life manager
Creates Merseyside's ‘second largest' advice business
'Robo-advice is an oxymoron', according to CEO
Need to be offloaded as part of 2008 bailout conditions
Aims to boost dialogue with FCA and the Treasury
Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...
Consumer engagement leads to better understanding
Vince Smith-Hughes of Prudential disagrees
Chief operating officer Simon Ray made executive director