07/22/2015

Forget robo-advice as cyborg-advisers head to UK

Robo-advice can be a valuable addition to the service offered by advisers, despite the perceived threat that it allows product providers and fund managers to go direct to consumers, industry experts have said.

07/13/2015

WDX was awarded for Best CRM Solution

Mary Nightingale of ITV News presented awards to the best providers of systems and services to the regulated financial community at Merchant Taylor’s Hall.