Robo-advice
Belgian IFA firm launches robo-adviser for US expats
Cross Border Planning, a Brussels-based advice firm catering to US expats in Belgium, has launched a robo-advice service aimed at providing low cost investment accounts for lower income clients.
Best Practice | 16 Sep 16
IA Tech Roundup: Stop talking in future tense
Much has been written about the disruptive impact technology has and is liable to continue to have on the financial services sector but the point, however, is to take some action.
Best Practice | 8 Sep 16
Don’t dismiss fintech revolution, but don’t romanticise it
A random walk through the world of wealth management.
Best Practice | 30 Aug 16
Australian regulator publishes digital advice guide
The Australian corporate regulator has released formal guidance on providing robo-advice or other forms of digital advice to retail clients in order to help the growing band of start-ups and fintech companies entering the field.
United Kingdom | 23 Aug 16
Robo-advisers will take years to be profitable, warns report
Robo-advisers will have to wait up to a decade to make a profit from their clients, according to a new report into the sector.