Fintech firm launches regulated digital IFA
- Friday, 05 July 2019
- Articles
Fintech firm Wealth Wizards has launched a regulated digital independent financial adviser, available to users via employers.
Read more...‘Digital IFA’ venture hires ex-Accenture exec
- Monday, 24 June 2019
- Articles
Robo-adviser Wealth Wizards, which claims to be the UK’s first ‘digital IFA’, has appointed ex-Accenture executive Scanes Bentley as its chairman.
Read more...Asset managers glimpse fintech future at conference
- Tuesday, 14 May 2019
- Articles
Asset managers gathered at the CFA Institute at London’s ExCel today got a glimpse into the future with a presentation on the latest technological solutions.
Read more...Advisers hail ‘hybrid model’ for Financial Planning
- Wednesday, 17 April 2019
- Articles
Most financial advisers now believe a hybrid of traditional face to face service combined with elements of robo-advice will be the future of Financial Planning.
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