Cornwall IFA adds automated fee system
- Thursday, 01 September 2022
- Articles
Newquay-based IFA Roberts Clark IFS has added an automated advice fee quotation and client onboarding workflow management system.
Read more...UBS acquires US robo-adviser Wealthfront for £1bn
- Thursday, 27 January 2022
- Articles
UBS is to buy robo-adviser Wealthfront for £1.04bn to accelerate its digital growth ambitions in the US.
Read more...Mattioli Woods takes stake in fintech
- Thursday, 21 January 2021
- Articles
Wealth manager and pensions firm Mattioli Woods has taken a stake in Tiller Group, a financial technology (fintech) company which closed its robo advice arm in 2019.
Read more...Barclays launches robo-adviser for £5k+ clients
- Tuesday, 14 July 2020
- Articles
Barclays has launched a new digital service for clients with a minimum of £5,000 to invest, which it claims will tackle the UK’s advice gap and give more people the confidence and support their savings.
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