B2B Central

robo advice

29 Jul 2021

The future of financial advice

By Staff Writer

The recent announcement that heavyweight Wall Street bank, JP Morgan Chase has agreed to buy UK Robo-Adviser, Nutmeg, indicates the far-reaching effects of Covid-19 on the financial advice and wealth management industry as big business embraces this new model.
26 Aug 2019

How technology is changing the wealth management industry

By Janice Roberts

By: Andrew Möller, Director and Chief Executive Officer, Citadel One of the most significant trends in the wealth management industry in recent years has been increasing adoption of technology as both a facilitator and a driver of growth.
11 May 2016

Sanlam Umbrella Fund launches retirement planning service

By Janice Roberts

In a renewed drive to improve retirement outcomes for members, the Sanlam Umbrella Fund (SUF) has launched a ground-breaking new online and telephonic retirement planning service for fund members. A first in the retirement fund industry, the ‘Retire-mate’ service features an online self-help capability packed with information for every step of the retirement savings journey,...
07 Jan 2016

2016 - passive investing, real assets and robo advice

By Janice Roberts

  This year will see the trend towards passive and real asset investing continue, with ongoing volatility in a positively trending global market, a potential recovery in Emerging Markets and the rise of robo-advice in South Africa.