Wealth

Reforms like FOFA represent 'evolutionary' changes to financial advice, but wealth management is now facing a 'revolutionary' digital transformation, says a new white paper.

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The Financial Planning Association's call for enhanced regulation of automated investment products is unnecessary, says The Fold managing director Claire Wivell Plater.

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The Financial Planning Association has called for clearer regulation of robo-advice, arguing automated investment tools pose a number of potential risks and conflicts of interest.

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FIIG Securities has launched an online corporate bond portal for participants in the over-the-counter market.

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IC’s register of financial advisers is now accessible, but some commentators are unconvinced of the consumer benefits.

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