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Peer2Peer Finance News | March 19, 2018

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The rules of robo-advice

October 2, 2017 |

Keith Maner (pictured), compliance and technical manager at compliance specialists Thistle Initiatives, sheds light on the regulatory issues surrounding robo-advice

ROBO-ADVICE is the name given to the service provided by online wealth management companies that use automated algorithms to allocate … Read More

IFAs still most influential source of financial advice

August 23, 2017 |

INDEPENDENT financial advisers (IFAs) are the most trusted source of external investment advice, but investors are still more likely to trust their own judgement, new research claims.

A survey by property finance firm Minerva Lending found that almost three quarters … Read More

Robo-advice keeps wealth managers awake at night

September 20, 2016 |

THE MAJORITY of asset and wealth managers (AWMs) fear losing part of their business to fintech companies, with automated ‘robo-advice’ a particular worry, according to a new report.

60 per cent of AWMs surveyed by accountancy firm PwC for its … Read More