Regulation is a ‘sideshow’ – international pension chief
Regulation is a sideshow in wealth management, according to Embark chief executive Phil Smith.
Robo-advice
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Robo-adviser launches in Switzerland
Digital wealth manager Scalable Capital has added to its UK, Germany and Austria offering by opening an office in Switzerland.
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Schroders to launch global Facebook chatbot
Schroders has launched a Facebook Messenger chatbot for advisers to boost client engagement.
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Belgian robo-adviser joins forces with financial news media
A Belgian robo-advice firm is combining financial news with a portfolio builder to give readers access to investment opportunities.
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Advice to take on new meaning in January
The UK regulator is to introduce a new definition of advice on 3 January 2018 in a move to bring it in line with the Mifid II definition.
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UK Treasury predicts 16m people will benefit from robo-advice
Asset and wealth managers have been urged to embrace robo-advice in order to reach millions in need of money advice in the UK by an HM Treasury paper published Wednesday.
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Guardian unveils auto-plan tool
Guardian Wealth Management (GWM) has launched an automated financial planner.
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Robo killer IFA platform teams with Liberty Sipp
To help IFAs fight back against robo-advisers and make financial advice more affordable, automated investment platform Fundment has teamed up with Liberty Sipp to offer an integrated and low cost self-invested personal pension.
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Intelligent Money launches platform for inactive IFA clients
Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.
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BNP Paribas AM buys majority stake in Belgian robo-adviser
BNP Paribas Asset Management has acquired a majority stake in Gambit, a Belgian fintech firm that will become the preferred partner for robo-advisory solutions for BNP’s retail and wealth management networks.
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Singaporeans are top financial adviser users
Singapore is the country with the highest proportion of investors seeking the help of financial advisers to manage their assets, according to a survey by global investment firm Legg Mason.
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Chinese robo-adviser expands overseas
Beijing-based robo-adviser Xuanji has announced plans to launch a fully-automated portfolio service in Asia, its first foray outside China.