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.
5 steps to stay ahead of the demand for digital advice
Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.