IFA targets lost RDR clients with white-label non-advised robo service

  The "plug-and-play" white-labelled service is free but FinchTech advises IFAs charge a platform fee of 0.25% to 0.50%. The service will also be managed by discretionary portfolio management specialist, TAM Asset Management.  Four ‘mainstream' investment portfolios and four socially responsible investment portfolios are available via FinchTech, with equity/non-equity - including, fixed income, property and infrastructure - weightings ranging from Cautious 35/65 to Adventurous 85/15. The Adventurous mainstream portfolio offered a return of around two-thirds (66.21%) over a five-year p...