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How boutiques can steal a march on their rivals in an increasingly digitalised world

How boutiques can steal a march on their rivals in an increasingly digitalised world

23 September 2016

Tony Collins In a world where people are comfortable using their smartphone for everything from online banking to booking a holiday, asset managers – both large and small – can no longer afford to ignore the possibilities of digital technology. Not only does a digital business give a firm scope to reach a wider range of clients,... MORE

The dash for the Pensions Dashboard

The dash for the Pensions Dashboard

20 September 2016

Freddie Findlater The UK Treasury recently announced that a prototype of the ‘Pensions Dashboard’, a platform that lets savers see all their pension pots in one place, will be ready by March 2017. The pilot prototype will be supported by 11 significant pension providers — Aviva, Aon, HSBC, LV=, NEST, Now: Pensions, People’s Pension, Royal London, Standard... MORE

The retirement income solutions pie – how to get your share

The retirement income solutions pie – how to get your share

12 September 2016

John Burke Changing demographics and evolving customer expectations are fuelling demand for a more extensive range of retirement income offerings. As the baby boomers tip over into retirement, will your business have the capacity to capitalise on this burgeoning new market? Bravura Solutions’ Head of Strategic Accounts, John Burke reports. There has been a lot of talk... MORE

The Evolution of the Self-Managed Super Fund

The Evolution of the Self-Managed Super Fund

2 September 2016

Manny Kastellas How technology is enabling financial advisors to achieve true control, diversification and risk mitigation for Self-Managed Super Fund (SMSF) trustees. Despite the best of intentions, many self-managed super funds (SMSFs) have largely failed to deliver on the original promise of greater choice and control over how their superannuation monies are invested. Traditionally, the typical asset... MORE