Head of distribution says robo-advice is not necessary to look after smaller clients.
Wealth and adviser solutions division of Pershing delivers custody and administration.
Planned proposition will be designed to help consumers in drawdown make decisions.
Firm’s founder says the advice his company is set to offer will be proactive rather than reactive.
Research finds older and wealthier clients are more interested in ‘robo-advice’ than the assumed target market.
Traditional transactional approaches risk the future of mortgage advisory businesses, say experts.
Analysis & Opinion
Fintech innovation is not ready to replace the human touch just yet, says Mark Polson.
Two new launches look like moving the fintech sector forward. Mark Polson is excited.
A line in a Department for Work & Pensions paper makes me suspect commission is coming back but only for robo-advisers.
The UK and Ireland is now the fastest growing region for fintech investment and is ‘helping to create smarter customer experiences to simplify the...
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