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Technology

Technology

Robo-advice: Wealth managers split on 'threat'

'Technology is here to stay so wealth managers need to embrace its advantages'

clock 24 November 2015 •

Wrap/platforms

Platform pricing: What's the cost of two bananas between friends?

Price is a measure but not the best comparison some would have you believe

clock 13 November 2015 •

Wrap/platforms

Novia ties with Winterflood for low-cost ETF trading

Trading charges of 5bps

clock 10 November 2015 •

Wrap/platforms

Adviser Kate v Adviser John: How important is platforms' financial health?

Platforms' financial strength may be winning headline space, but not all advisers will rank provider profits in the same way. Here, the lang cat's Terry Huddart offers ten areas of business performance advisers might wish to look at as part of their platform...

clock 10 November 2015 •

Technology

Is this a better name for robo-advice?

Wide use of term is 'highly inappropriate' given some models, consultant argues

clock 05 November 2015 •

Technology

Ten ways robo-advisers will impact human advisers

The rise of robo-advice has been described as the "most significant development in the delivery of financial advice in the last 30 years", but how exactly might it affect traditional advice? FinaMetrica has produced a list of ten possibles...

clock 05 November 2015 •

Technology

Robo-advice: Report detects 'elephant in the room'

'Perpetual thorn' in advisers' side could also sting robos, report suggests

clock 05 November 2015 •

Technology

Technology opens new frontiers in advice market

PA held a technology and advice seminar for IFAs

clock 04 November 2015 • 4 min read

Investment

Cofunds' flows drop as parent looks to improve platform's 'efficiency'

Cofunds project part of digital savings business strategic review

clock 04 November 2015 •

Investment

Old Mutual Wealth platform boosted by pension freedoms

Platform sales of £1.6bn in Q3 'best this year'

clock 04 November 2015 •
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