IA launches fintech guide for 'laggard' asset management industry

'Solutions to pressing business needs'

James Baxter-Derrington
clock • 1 min read

The Investment Association (IA) has published a new guide offering investment managers “comprehensive advice” on how to incorporate fintech into their businesses.

Best practice for fintech engagement, spearheaded by Graham Kellen, chief technology officer at Schroders Personal Wealth, and written by the IA engine fintech advisory panel, has concluded that if investment managers are to "successfully adopt cutting-edge technology" there must be a "clear, specific business problem to solve and an organisational culture and multi-level senior sponsorship supportive of innovation". It provides guidance for managers in identifying potential fintech partners and solutions to business problems.  Recommendations are also offered on organisational readin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Average financial promotion approval turnaround time of one hour

Sophia Panayi
clock 02 June 2026 • 3 min read
Transitioning from legacy to AI-native technology in advice

Transitioning from legacy to AI-native technology in advice

'Unplugging advisers from the Matrix'

Brian Wagner
clock 01 June 2026 • 4 min read
Why consistency is key to ensure auditable AI outputs in advice

Why consistency is key to ensure auditable AI outputs in advice

'If inputs diverge, so do outputs, and so, potentially, does the advice those clients receive'

Nawaz Mucadam
clock 29 May 2026 • 4 min read