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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. 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 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. RLAM launches asset allocation newsletter and 'investment clock' website 21/07/2015 Royal London Asset Management (RLAM) has released its inaugural asset allocation research report, Investment Clock, which monitors global growth and inflation trends to determine its strategic investment position. 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
Britain tops chart for European startup investments 07/07/2015 Britain has been pinpointed as the leading European economy for the startup industry. St James's Place updates reporting methods 03/07/2015 FCA: B2C communication must be improved 25/06/2015 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.
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.
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