Robo-advice
Tighter rules unveiled for HK platforms and robo-advisers
Hong Kong’s Securities and Futures Commission (SFC) has proposed a set of suitability requirements for online platforms and robo-advisers which sell ‘complex’ investment products.
Tax & Regulation | 10 Apr 17
FCA extends robo-advice unit to include guidance
The UK’s Financial Conduct Authority (FCA) extend its robo-advice unit to include firms developing guidance solutions.
Alibaba-backed robo-adviser Youyu launches in Hong Kong
Hong Kong-listed Yunfeng Financial Group’s has launched a direct-to-consumer robo-adviser Youyu.
European robo-adviser ETFmatic to target IFAs
The chief executive of fledging robo-adviser ETFmatic has said the company is looking to target the IFA market as it continues to expand across Europe.
Best Practice | 1 Feb 17
First robo-advice comparison site launched in UK
A digital wealth comparison site providing a rundown of the UK and international automated financial services market, believed to a be a first, has been launched by a specialist consultancy firm.