UK and Aussie regulators ink enhanced fintech agreement
The Financial Conduct Authority and the Australian Securities and Investments Commission have signed an enhanced fintech cooperation agreement.
Zurich Int’l Life rolls out online portfolio management tool
Advisers and their clients will be able to digitally rebalance investments using a digital offering launched by Zurich International Life.
News 1 Mar 18
Tech firm behind Axa Wealth and Standard Life adds advice tool
A start-up backed by FNZ, the white label tech provider behind Standard Life’s Wrap platform, has launched its first advice product.
Features 1 Mar 18
Pros and cons of deleting client data
Financial advisers need to establish a data management policy that balances the rights of the client against the firm’s right to meet regulatory requirements or potentially defend a legal claim, according to Nick Eatock, executive chairman of UK based back office software support Intelliflo.
How The Fry Group improved client outcomes with technology
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
Novia rolls out Mifid II compliance reporting tool
To meet Mifid II’s so-called “10% depreciation rule”, Novia Financial is rolling out a solution for DFMs and advisers using its platform.
Amazon moves into healthcare with Buffett and JP Morgan
Amazon has announced plans to partner with Warren Buffett’s Berkshire Hathaway and JP Morgan to launch an independent company that will offer low-cost healthcare to the employees of all three companies, a move that has halted the January healthcare bull run on Wall Street.