IFA Symphony is targeting 'dormant' clients lost through the Retail Distribution Review (RDR) by using a white-label version non-advised robo service, FinchTech, created by TAM Asset Management.
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,...
Moves to overweight equities and fixed income
The Big Interview: Focus on ethical investment
View from the front row
'No control or oversight'
359 new customers in 2018