Technology
Best Practice | 4 May 22
Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise
Digital push accelerates financial advice market growth
Although ‘unfairly seen as late adopters’, advisory firms are ‘ready and able to invest’ in tech
AJ Bell low-cost investment app goes live
Firm has ‘focused on removing jargon, making it quick and easy to open an account’
Moneyhub partners with tech firm to ‘automate’ financial planning
It is a ‘big leap forward from other money management apps on the market’
European private bank rolls out advice platform
To bolster its investment offering to clients