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categorySign of the times: AI-powered Multiply delivers holistic financial advice for small-time investors
The Financial Conduct Authority (FCA) has approved the first artificial intelligence (AI) app offering consumers regulated, automated advice, delivering...
Targeting a £1m pot with an Innovative Finance ISA (IFISA)
And a steady tax free income for life before you retire - writes Jake Wombwell-Povey Founder and CEO of...
The FIRE Movement – America’s Hottest New Trend in Personal Finance
We Brits have never been much cop when it comes to talking about money; sure we moan a bit when...
Why microinvesting has the potential to transform the wealth management industry
By Amy Young Upside Consulting Group Robo advice has made a lot of...
Active vs passive: Who or what should make your investment decisions?
It can be like choosing a type of holiday - do you go for an adventure trek, or an...
Robo Advice 101
Wealth management is changing, and the manner in which individuals and institutions interact with their financial advisors is on the...
What should an institution look for in a robo advisor?
By Dan Tammas-Hastings, MD of RiskSave A host of new institutional players are entering the digital advice space. IG...
How robo advice 2.0 can change the investment landscape forever
The current crop of robo advisors and savings apps deliver an eclectic mix of genuine innovation, a soupcon of digital...
Active or Passive Sir? and how would madam like her robo advice?
The underlying investments that digital investment management - robo advice - platforms are built upon differ according to the model...
WealthTech: how technology is transforming wealth management
WealthTech teams need to be in the front lines, understanding user experience and customer acquisition, writes Dan Tammas-Hastings, MD of...