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Brewin Dolphin launches direct service 27/07/2015
Brewin Dolphin has launched a direct-to-client service which aims to provide users with more autonomy in their investment choices.

Even the older wealthy are getting turned on by digital advisory - Accenture 22/07/2015
High-net-worth investors have become avid users of digital technology for managing their finances and, despite often being older than the average investor, are just as likely as younger investors to demand digital wealth-management services, according to a Europe-wide survey by Accenture.

Video chatting to advisers catches on among the rich 22/07/2015
Almost two-thirds of wealthy investors under the age of 49 would use video-chat technology to talk to their financial advisor, new research suggests

Ada King - the voice of wealth management IT: Should we be afraid of the Daleks? 17/07/2015
The danger of the past was that men became slaves. The danger of the future is that man may become robots - Erich Fromm

St James's Place updates reporting methods 03/07/2015

EXCLUSIVE: Do not ignore social media or that your advisers are already using it, Abhay Rajaram of Hearsay Social, warns diners at the PAM Annual Marketing Dinner 24/06/2015
Wealth managers are in danger of “digital Darwinism” as clients’ acceptance of social media outpaces firms’ adoption of it due to compliance concerns, Abhay Rajaram, vice president of customer success at Hearsay Social, told diners at the PAM Annual Marketing Dinner. Another danger is that individuals within the firm have already accepted these channels.

Winners and finalists outline shortcomings and strategies for success at the inaugural PAM Awards Roadshow 22/06/2015
Long-term goals, award-winning strategies and contrary market forecasts were just some of the topics under discussion when a trio of winners and finalists from this year’s PAM Awards addressed an audience of private client practitioners at the inaugural PAM Awards Roadshow last week (15/06/2015).

Technology specialist backs robo-advisers trend 22/06/2015
Equiniti Investment Services, a UK technology, finance and administrative services specialist, stays on top of trends in the financial technology area, and according to Huw Thompson, business development director at the firm, the robotic advisers (robo-advisers) movement will definitely play a big role in the future of this sector.

Canaccord Genuity selects Avaloq wealth management system 19/06/2015

Thesis Asset Management launches onto additional platform 19/06/2015
Thesis Asset Management plc, the investment management company focused on professional partnerships, has announced that its model portfolio service is now available on the Aviva platform.

 
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