Susanne Chishti: A fintech revolution

Chishti, Susanne
January 2015
Money Marketing (Online Edition);1/29/2015, p37
The article presents the author's views on the need for investment advisors to stay ahead of the game with immense digital change in the wider sector. He opines that a combination of digital connectivity, customer dissatisfaction with financial services and a lack of innovation by incumbent providers drive the financial technology (fintech) industry.


Related Articles

  • Back to the Future for Financial Technology. Gill, Shaminder // Money Marketing;10/23/2014, Issue 1458, p55 

    The article shares reflections about the future of financial advice in Great Britain. Topics discussed include the challenge of the financial advice sector to provide an omni-channel engagement model, the need for advisors to innovate and adopt technology at a faster pace in order to survive and...

  • Matt Timmins: Time to stop moaning and get behind Apfa.  // Money Marketing (Online Edition);12/16/2013, p9 

    The article presents the author's views on the diminishing of IFA Centre in Great Britain. He comments on IFA's managing director Gill Cardy's her passionate support of the independent adviser. He remarks on the IFA Centre's contribution to help independent advisers to seek representation. He...

  • Peter Hamilton: How to meet your legal obligations when giving advice.  // Money Marketing (Online Edition);12/16/2013, p10 

    The article presents the author's views on how investment advisors should fulfil their legal obligations to their clients. He comments that the job undertaken by advisors should be finished by them with reasonable skill, care and diligence. He opines on the regulatory rules relevant to...

  • IMA: Why our investment sectors need constant review.  // Money Marketing (Online Edition);12/16/2013, p11 

    The article presents the author's views on the need to regularly monitor and review Investment Management Association's (IMA) sectors in Great Britain. He comments that the current realities of the funds market should be reflected by the classification system. He opines on the significance of...

  • Zurich soft-launches retail platform. Macdonald, Sam // Fundweb;9/17/2012, p9 

    The article reports on the soft-launch of Zurich's retail platform to 16 adviser business in Great Britain. It notes that the company's adviser business includes four SimplyBiz member firms. It adds that the member firms will have direct access to the Zurich platform through its financial...

  • Job hunters and advisers gather, the foraging has begun. BATES, TONY // Money Marketing;2/21/2013, p55 

    The article discusses how the Retail Distribution Review (RDR) has created a job unrest among financial advisers in Great Britain. As a result of RDR, many small financial advisory companies have sold their business to larger companies, leaving many advisers without jobs. In the post RDR-world,...

  • What advisers are saying. Carne, Dick; Caunt, Sam; Lakey, Alan; Castle, Phil; Lorenson, Soren; Herd, Peter // Money Marketing;4/10/2014, Issue 1431, p34 

    Several letters to the editor are presented commenting on various issues related to the financial services industry in Great Britain which include the reference of two financial firms to enforcement over the cost of advice failings and the regulation of the financial adviser profession.

  • Sense of pride shines through. Winnard, Lisa // Money Marketing;11/21/2013, p49 

    The author discusses the high proportion of students joining the Financial Adviser School in Great Britain and the graduation of the first cohort at the start of 2013. Topics addressed include experienced advisers' willingness to act as mentors, the financial services industry's need of fresh...

  • Ben Goss: Three misconceptions around risk profiling. Goss, Ben // Money Marketing (Online Edition);5/19/2014, p12 

    The author reports on investment advisers determining a client's attitude to risk through a general discussion, rather than using a tool of any description. NMG Consulting Inc. says that 70 per cent use a tool and only 30 per cent relying on the general discussion. Some advice firms are failing...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics