Technology and access to advice

Is technology the silver bullet to boosting access to advice? This was the topic of a panel I chaired yesterday at the Money Marketing Interactive conference, where the use of technology was a common thread throughout the day. Growth rates for US robo advice providers...

The Platforum European Fund Distribution Seminar

Viewed from New York or Tokyo, Europe may look like a single market for investment services. But a closer look – like the exercise Platforum has been running for several years examining the European Fund Distribution Market – makes it quite clear that...

Future of financial advice

We are often asked how we see the financial advisory market taking shape in the coming years.  We expect to see continued consolidation and automation bringing efficiencies to improve adviser productivity. Demand will continue and we believe a human element will...