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Many managers struggle to relate to the younger generation
Millions are priced out of the market and unaware of free help available
Closure follows a similar move by UBS last year and illustrates problems faced by the sector
The FCA’s fresh look at the retail investment market could bring down the cost of advice
The US lead in AI is under threat as China steps up investment; why slow progress in the automation of social care alarms an ageing Japan; and do robots need morality lessons from Mary Poppins? Plus: a British start-up that is democratising industrial robots
We present our latest listing of best-in-class financial advisers in the US. Also, we discuss the importance of good advice in inheritance planning; how to guard against market volatility; pros and cons of financial planning online tools; and growing investor interest in US opportunity zones
Digital tools often assist clients but can drive bad decisions
‘If it hits growth targets it could soon become a very valuable business indeed’
UK robo-adviser has gathered £1.5bn in assets but is still making heavy losses
Shunned by traditional advisers, younger investors use apps and digital platforms
UK robo-advice group plans to launch in Hong Kong
Wealthfront and Hedgeable fined in US regulator’s first action against the sector
Investment group already runs a similar service in Germany
Cost-conscious breed of DIY clients have less capital
Wealth manager introduces financial advisers to give clients phone support
Providers differ over whether the fledgling market can form basis of portfolios
UBS scraps electronic investment platform, but tech disruption is inevitable
Intellectual property for SmartWealth to be sold to US fintech SigFig
Low-cost investment services underperform UK tracking funds
Atlanta overtakes New York as home to the greatest number of top RIAs
Technology brings pros and cons, but human managers aren’t quite finished yet
Automated service does not give enough warning about charges and risks, says FCA
There is lots of sensible advice out there — but often it isn’t followed sensibly
World’s second-biggest fund manager plans to open Frankfurt office this year
