The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
tech
-
-
‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
-
Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
-
Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
-
Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
-
ARC: CIO sentiment to risk assets turns positive
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
-
Three things advisers should know about KI EIS
KI EIS target companies focused on research and development
-
Downing’s Evan-Cook: Investors shouldn’t ditch multi-asset funds despite cash rally
Simon Evan-Cook weighs in on cash versus multi-asset performance
-
Dynamic Planner rolls out app to help advisers with Consumer Duty and content
Available to financial planning firms in white labelled form