Robo-advice
Best Practice | 7 Dec 17
UK Treasury predicts 16m people will benefit from robo-advice
Asset and wealth managers have been urged to embrace robo-advice in order to reach millions in need of money advice in the UK by an HM Treasury paper published Wednesday.
Guardian unveils auto-plan tool
Guardian Wealth Management (GWM) has launched an automated financial planner.
Robo killer IFA platform teams with Liberty Sipp
To help IFAs fight back against robo-advisers and make financial advice more affordable, automated investment platform Fundment has teamed up with Liberty Sipp to offer an integrated and low cost self-invested personal pension.
Best Practice | 8 Sep 17
Intelligent Money launches platform for inactive IFA clients
Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.
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.