Advisers say digital wealth managers pushing them into retirement
Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners
Robo-advice
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HNW investors prefer human touch over robo advice
‘Highly trusted source of advice that will not be easily replaced’
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UK financial planning company unveils hybrid advice platform
To help IFAs engage with clients and build relationships with the next generation
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How robo-advisers can fit into the industry
They don’t have to be competition for IFAs
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Charles Schwab to pay $187m to robo-advice clients
After regulator found its subsidiaries did not disclose ‘hidden’ fees
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Mena wealth market set for robo-adviser boom
Tech revolution across the region has ‘major benefits’ for clients
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Clients want to pay a fixed fee for on-demand advice
And majority prefer to stick with face-to-face meetings
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Charles Stanley unveils ‘hybrid advice’ proposition
To tackle ‘misinformation and confusing financial jargon’ online and on social media
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Robo-adviser exits ‘saturated’ UK market
It will transfer client book to digital wealth manager Moneyfarm by end of January 2022
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UK banking group eyes £100bn pension and investment arm
It also plans to launch a robo-adviser and bolster its Sipp operation
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Hong Kong wealth firm unveils AI robo-advisory platform
As it partners with BNY Mellon to provide investment advice
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IFA firm CEO sets up digital retirement planning service
It will specialise in ‘natural income’ via investment trusts listed on the London Stock Exchange