By Nick Eatock (pictured), CEO of Intelliflo – The start of a new year always feels like a good time to think about the future and where we’re headed. With that in mind, here are my thoughts on the technology themes that will impact financial advice in the next few years.
The switch to digital solutions in the pensions sector will accelerate in 2021 putting pressure on firms relying on outdated legacy systems, SIPP provider iPensions Group believes.
Nearly six years on from the introduction of Pension Freedoms, new research has shown that older savers are sleepwalking into retirement and risk running out of all their Defined Contribution pension savings with a third of their retirement still ahead, meaning they could spend their final years reliant on the state pension.
Luma Financial Technologies (Luma), an US-based, independent, multi-issuer structured products platform, is launching into the European market with the opening of an office in Switzerland.
Digitally savvy Brits are the biggest users of tech in Europe, yet they crave more digital means of managing their money, a major new report from investment platform eToro and the Centre for Economics and Business Research (Cebr) has revealed.
The inaugural BlackRock Global Family Office Survey of 185 Family Offices globally, has revealed that despite recent market turbulence and a challenging economic outlook, only 23 per cent of Family Offices intend to make material changes to their asset allocation, largely due to their long-term investment horizon.
By Paul Fairbairn, partner at Cripps Pemberton Greenish – Many commentators and market participants are, in large part due to the Covid-19 pandemic, eagerly trying to predict the government’s next move to hike taxes that would recoup the money lost through necessary initiatives like the furlough support scheme.
Business disruption, cybersecurity challenges and greater compliance burdens have long been acknowledged as being among the foremost operational challenges facing the hedge fund, private equity and investment management industries.
Alternative investment firm SkyBridge Capital has launched of the SkyBridge Bitcoin Fund LP, which provides mass-affluent investors with an institutional-grade vehicle to gain exposure to Bitcoin.
A quarter (25 per cent) of UK adults intend to spend as much of their assets as they can while they are still alive, according to the ‘Book of Stories 2.0’, a new white paper by wealth manager Charles Stanley, which aims to help advisers navigate the challenges of intergenerational wealth transfer and engage the next generation of clients.
Vestrata, a fintech company providing integrated investment solutions, has launched having completed a USD4 million investment round.
A new study conducted by Barclays Smart Investor shows a rise in female and young first-time investors over the course of the Covid-19 pandemic.
