Video 14 Nov 17
Back office technology seen key to future IFA growth
Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.
Six fintech challenges facing financial advisers
How can financial advisers future proof their markets to evolve alongside fintech in preparation for a world where change is constant and digital comes first?
News 4 Oct 17
DeVere expands fintech offering with investment app
Clients will be able to buy structured notes, ETFs and mutual funds via an execution-only investment app launched by deVere Group on Wednesday.
News 26 Sep 17
Online wealth manager launches cost comparison tool
Many investors are not aware how much their wealth manager is charging them for advice and management services, according to online wealth manager Netwealth.
Analysis 26 Sep 17
Ten technology challenges facing financial advisers
Find out which are the 10 most disruptive technological forces that are affecting the financial services industry, and what financial advisers need to do to avoid perishing in the new world order.
News 7 Sep 17
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.