Welcome to the November 2021 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that Schwab is working on its own […]
Archives for November 2021
Research reveals generations split on ESG investing
Four out of five investors under 25 with £250k+ of investible assets invest in ethical funds compared to under a quarter of over 65s, according to new ESG research published as the COP26 conference gets under way in Glasgow today. A third of 18-24s believe they care more about investing in line with ESG principles […]
7 firms join forces to push benefits of digital advice
Seven digital advice businesses have joined forces to push the benefits to consumers of digital advice over traditional advice. The Digital Advice Group (DAG) will promote the digital alternatives to traditional face-to-face advice models. The group is comprised of abrdn, Barclays, Hub (Destination Retirement), OpenMoney, Netwealth, Vanguard and Wealth Wizards. According to the group, 59% of […]