Direct-to-consumer platform Strawberry Invest has launched a managed portfolios service which investors can access provided they pay in £100 a month.
Asset managers are unlikely to be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky, Create-Research says.
Discretionary manager launches personal pension with £5,000 minimum investment.
Provider is also expecting to annuity profits this year to fall by up to £15m.
The adviser tech heading our way from the Finovate Europe conference.
Novia is one of a select few platforms to recognise the importance of making client information appealing and user friendly.
The underlying technology powering platforms is about to come under the regulatory spotlight.
Despite views to the contrary, simplified advice does have a place in the market. It is just a matter of getting it right.
The “Snog, Marry or Avoid” of the UK retail investment industry.
It is a common misconception that wealthy clients do not use technology
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Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.
With just over a year to go until the transition, it is worth taking stock of the rules around taxation
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
The next phase of Barclays’ evolution will see it building its own platform technology with FNZ