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...
Covid-19 has proven a catalyst for digitisation among financial advisers
New heads of propositions and compliance named
'We can't do this alone'
'Advice makes people twice as optimistic'
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Tax rises ‘further down the line’
Unveiled National Infrastructure Strategy
Consulted on making changes sooner
SM&CR deadline 31 March 2021