Cornwall IFA adds automated fee system

Newquay-based IFA Roberts Clark IFS has added an automated advice fee quotation and client onboarding workflow management system.

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UBS acquires US robo-adviser Wealthfront for £1bn

UBS is to buy robo-adviser Wealthfront for £1.04bn to accelerate its digital growth ambitions in the US.

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Mattioli Woods takes stake in fintech

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.

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Barclays launches robo-adviser for £5k+ clients

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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