IFA firm CEO sets up digital retirement planning service
It will specialise in ‘natural income’ via investment trusts listed on the London Stock Exchange
It will specialise in ‘natural income’ via investment trusts listed on the London Stock Exchange
It will charge 0.5% a year in fees
Bibit has received a second round of funding led by Sequoia Capital India
‘Millions of customers risk sleepwalking into poorer retirements by failing to take financial advice’
Consumers will identify what type of financial planning they require according to their situation
‘It is time to address financial product information being called advice when it is not’
It will first be introduced in the US with the UK following suit in the second half of 2021
High costs put pressure on very traditional financial services sector
As it inks an agreement with UOB Asset Management
But number of advisers slowly increasing
As Zurich Middle East rolls out financial planning solution to ‘distribute product sales online’
Around 20,000 clients had their ID, tax and account data stolen