Robo-advice
Best Practice | 18 Jan 18
Regulation is a ‘sideshow’ – international pension chief
Regulation is a sideshow in wealth management, according to Embark chief executive Phil Smith.
Robo-adviser launches in Switzerland
Digital wealth manager Scalable Capital has added to its UK, Germany and Austria offering by opening an office in Switzerland.
Schroders to launch global Facebook chatbot
Schroders has launched a Facebook Messenger chatbot for advisers to boost client engagement.
Belgian robo-adviser joins forces with financial news media
A Belgian robo-advice firm is combining financial news with a portfolio builder to give readers access to investment opportunities.
Best Practice | 8 Dec 17
Advice to take on new meaning in January
The UK regulator is to introduce a new definition of advice on 3 January 2018 in a move to bring it in line with the Mifid II definition.