Why IFAs Must embrace Robo Advice to survive
If IFAs are to survive, they must embrace the benefits robo advice can bring
TOP STORIES
🇬🇧 Why IFAs Must Embrace Robo Advice to Survive - Money Marketing, 3 September, London
🇬🇧 Millennials Prefer Investing Through Tech Firms - FT Adviser, 3 September, London
🇺🇸 The Latest In Financial #AdvisorTech - Kitces 6 September, Reston
🇺🇸 Wealth & Capital Markets Tech Report - FT Partners, 1 September, San Francisco
NORTH AMERICA NEWS
🇺🇸 The 5 Best Robo Advisors When You Want to be Hands Off - CNBC, 9 September, New York
🇺🇸 Raymond James Selects FactSet to Provide Data for Canadian Advisors - Finextra, 8 September, Norwalk
🇺🇸 SEC Puts Crypto Industry on Notice with Coinbase Move - FT, 8 September, New York
🇺🇸 Why Michael Jordan Invested in Estate Planning Startup Vanilla - Investment News, 7 September, Los Angeles
🇺🇸 Flat-Fee Asset Manager First Ascent Buys Onboarding Tech - Wealth Management, 3 September, Denver
🇺🇸 SEC to Review the Spread of Gamelike Features on Stock Trading Apps - FT, 27 August, New York
EMEA NEWS
🇫🇷 Capgemini Wins UK Pensions Dashboard Contract - FundsTech, 8 September, Paris
🇬🇧 LGT Vestra and Wealthify to Offer Low-Fee Digital investment Service - Finextra, 8 September, London
🇩🇪 German Investment Platform Moonfare Hits €1bn AUM  - AltFi, 8 September, Berlin
🇦🇪 Aster Launches a New Platform - FintechTimes, 6 September, Abu Dhabi
🇬🇧 Chip Launches Market Leading Easy Access Savings Account - AltFi, 6 September, London
🇬🇧 European ETFs Shatter Annual Flows Record with Four Months to Spare - ETF Stream, 6 September, London
🇬🇧 Revolut Developing 'Buy Now Pay Later' Product - Cityam, 6 September, London
🇬🇧 It’s Easy with Robo Advice, Even When You’re 89 - The Times, 5 September, London
🇬🇧 Beanstalk and Tomato Pay Bring Open Banking to Child Savings - Finextra, 1 September, London
🇩🇪 Digital Wealth Manger Scalable Capital Expands Savings Plan Products - Crowd Fund Insider, 30 August, Munich
🇩🇪 Europe’s First Bitcoin ETN Futures to List on Eurex - Businesswire, 23 August, Frankfurt
ASIA PACIFIC NEWS
ðŸ‡ðŸ‡° HashCash Provides Asset Management Tech to Hong Kong Firm - PR Web, 10 September, Hong Kong
🇮🇳 Fisdom Forays Into Tech-Led HNI Wealth Space - THBI, 8 September, New Delhi
🇨🇷 Schroders Launches Digital Wealth Service in Thailand - Funds Global Asia, 7 September, Bangkok
🇸🇬 Tiger Brokers Shifts to Wealth Space in Singapore - DigFin, 7 September, Singapore
🇮🇳 StanChart Launches Platform for Instant Investment - Times of India, 3 September, Mumbai
BLOGS, WEBINARS, PODCASTS
🇬🇧 Hybrid Advice - Will it Become the Future for Advice in the UK? - LIBF, 29 September, London
🇺🇸 Accessing Fintech Innovation Through Partnerships - Broadridge, 14 September, New York
🇺🇸 How ESG-Regulations Transform Wealth Management - ESI ThoughtLab, 9 September, New York
🇬🇧 Hybrid Advice Model Boom: Can Smaller Adviser Firms Enter? - Professional Adviser, 9 September, London
ðŸ‡ðŸ‡° How Robo Advisory Solutions can Drive the Democratisation - Hubbis, 8 September, Hong Kong
🇺🇸 Why Not Having the Right API Strategy Is a Client Retention Issue - Nasdaq, 8 September, New York
🇦🇺 Sharesies: The Platform Levelling the Playing Field - Mozo, 7 September, Sydney
🇦🇺 Digital Advice Key to Improving Advice Engagement for Consumers - IFA, 6 September, Sydney
🇬🇧 Expect Evolution Rather Than Extinction for Advisers - Money Marketing, 6 September, London
🇬🇧 Why We Launched a Digital Retirement Adviser…For Advisers - FT Adviser, 6 September, London
🇺🇸 8 Best Investment Apps in September 2021 - Bank Rate, 1 September, New York
VIRTUAL EVENTS, CONFERENCES
🇺🇸 INVEST Connect - Arizent, 15 November, New York
🇫🇷 2021 Digital Consultants Forum - Amundi, 21 September, Paris
🇺🇸 Informa Connect Postpones Inside ETFs, WealthStack - Wealth Management, 2 September, Hollywood
REPORTS, SURVEYS, AWARDS
🇬🇧 Digital Wealth State of the Market Report 2021 - AltFi, 7 September, London
🇬🇧 Digital Readiness Survey - AlphaFMC, 1 September, London
🇺🇸 Actionable Intelligence for Socially Responsible Investing - Javelin Strategy, 27 August, Houston
PARTNERSHIPS, DEALS, MOVERS
🇺🇸 Morningstar Acquires Moorgate Benchmarks to Fuel Indexing Growth - Morningstar, 8 September, Chicago
🇩🇪 SimCorp Allies with Deutsche Börse Subsidiary - Funds Tech, 8 September, Frankfurt
🇬🇧 True Potential Sells Majority Stake to Private Equity - Money Marketing, 8 September, Newcastle
🇬🇧 7IM & Quilter Add Betafolio Models - Betafolio, 7 September, London
🇮🇳 UCO Bank Partners with Fisdom to Launch Wealth Management Solutions - IBSI, 7 September, Kolkata
🇺🇸 eToro Picks Ex-Ally Invest President as US CEO - AltFi, 3 September, New York
🇸🇬 Cabital Secures $4 Million In Seed Round - PR Newswire, 2 September, Singapore
🇺🇸 UBS invests in 'Knowledge-as-a-Service' Platform Lynk - Finextra, 2 September, New York
🇺🇸 Decentralized Investing Platform Syndicate Raises $20 million - Axios, 31 August,Mountain View