| | Technology helps advisers tackle coronavirus challenges
As the battle against Covid-19 continues around the world, financial advisory firms are turning to technology to address the specific challenges they face, according to new data released by Intelliflo.
In an industry where client relationships are crucial, it’s perhaps no surprise that advisers are employing a raft of tech tools to keep communications lines open. Intelliflo has reported a 333 per cent increase in logins to its Personal Finance Portal, which allows advisers and clients to interact with each other via a secure online hub, while the number of co-browsing sessions between advisers and clients via the company’s integrated Glia app has increased almost six-fold (589 per cent).
Four Springs Capital Trust meanwhile, has this week announced plans to utilise WealthForge’s Altigo platform, an end-to-end subscription automation technology solution that replaces the traditional manual, paper-based subscription process for alternative investments, allowing advisers to cater for the needs of HNW clients while working away from the office.
Staying with the tech theme, but this time from an investment point of view, we also report on the launch of the Legal & General Global Robotics and Automation Index Fund, LGIM’s first unlisted thematics index fund targeted at the UK retail market. The fund provides investors with a new way to access the investment strategy of the successful L&G ROBO Global Robotics and Automation ETF, which has so far attracted over USD1 billion in assets.
And finally, a reminder, that etfLIVE Euope, an online digital summit from our sister site ETF Express, is looming large. Click here for more information and to register…
Wealth Adviser
Companies in this issue
Artivest
Four Springs Capital Trust
GraniteShares
iCapital
Intelliflo
LGIM
Lyxor
UBS
Water Island Capital
WealthForge
| | | | Advice firms turn to tech to meet Covid-19 challenge | | Thu | 14 May 2020, 18:23 | | To overcome challenges brought on by Covid-19, advisory firms are making better use of the technologies available to maintain their client relationships and drive greater efficiency, according to new data released by Intelliflo and new research from its Covid-19 Impact Poll. |
| | | | | | | | LGIM launches robotics and automation Unit Trust index fund | | Thu | 14 May 2020, 18:23 | | Legal & General Investment Management (LGIM) has launched its first unlisted thematics index fund targeted at the UK retail market – the Legal & General Global Robotics and Automation Index Fund (the Fund), to service a growing client demand. |
| | | | Less than a week to go to etfLIVE Europe | | Thu | 14 May 2020, 18:23 | | It’s less than a week now until etfLive Europe, our essential online event for institutional investors, fund managers and wealth advisers, kicks off with a programme of panel discussions, Q&A sessions and presentations spread over three days (19-21 May). |
| | | | iCapital Network acquires Artivest | | Thu | 14 May 2020, 18:23 | | iCapital Network, a financial technology platform providing access to alternative investing for the asset and wealth management industries, is to acquire Artivest. |
| | | | | | | | Global ETF launches 07-14.05.20 | | Thu | 14 May 2020, 18:23 | | Lyxor clearly has an eye on investors who have are looking to the future with the launch this week of a suite of five new Thematic ETFs offering access to the investment themes and megatrends reshaping industries across the globe – the digital economy, disruptive technology, future mobility, smart cities, and the consumption habits of Millennials. Elsewhere this week, UBS launched a new sustainable ETF while Water Island Capital debuted a merger arbitrage fund. |
| | | | | | | | | | | Year-to-date returns suggest investors have learned not to ‘Tiptoe thru’ the tulips’ after all What is it about collecting that forces someone to want everything on a list once they have engaged with their first item of that kind? One needs to only think of either record collectors or train spotters to know this habit can get out of control. Oddly enough this line of thinking also applies to investing, once you have traded one US Equity Sector ETF, then one’s inner voice compels you to keep looking at all of them. |
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