A pension dashboard can evolve retirement investment advice

A pension dashboard would help robo advisors to improve the obstacle course of retirement planning, according to EValue chief development director Andrew Storey in a research interview with FinTech Global. The implementation of the PSD2 regulation across the EU has […]

Why is Legal and General looking to partner with WealthTechs

To acquire new younger customers Legal & General’s investment division is focusing on mobile-first and trying to engage as early in the life-cycle as possible, according to the company head of distribution strategy, personal investing Janine Menasakanian. Legal & General […]

How data is transforming portfolio management

Financial services need to offer true investment and portfolio management that can evolve with consumers life stages, according to Barclays UK managing director and head of strategic, wealth management Slava Shafir.

The three trends shaping WealthTech

Commoditisation of the basic products, hybrid models that embrace a human-touch and user-centric digital platforms are all set to play an integral part in the future of wealth management, claimed InnoCells CEO Julio Martínez in a research interview with FinTech Global.

Is rebundling still the answer for FinTechs

FinTech started by unbundling services, but the next stage is for them to rebundle and add more services to their offerings, according to Edison Partners managing partner Chris Sugden in a research interview with FinTech Global.

Why is LatAm skipping traditional banking?

The Latin America market is skipping traditional banking and moving straight to FinTech, according to Magma Partners managing partner Nathan Lustig in a research interview with FinTech Global.

The rise of private equity in FinTech

A surplus of private equity capital and less outperforming opportunities are raising valuations according to LLR Partners vice president Ryan Goldenberg in a research interview with FinTech Global.