Articles by Tim Cooper

Investment research platform gets huge boost from MiFID II

By Tim Cooper on June 15, 2017
Research-Boost-MiFID

Scott Winship, Emma Margetts and Alex Santos, co-founders of financial technology start-up Alpha Exchange, appear to be in the right place at the right time. 30 months ago, they started developing a platform and marketplace for…

Robo-advice must evolve into valuable financial planning

By Tim Cooper on May 25, 2017
Robo-financial-planning

Robert Forbes of London-based wealth manager Stadden Forbes is planning to take robo-advice to a new level by offering a comprehensive digital financial planning service. While he admits it is a big challenge to offer regulated…

Why 2017 could be the year for action on robo-advice

By Tim Cooper on April 5, 2017
Robo-advice-2017

After years of regulatory change centred on the retail distribution review (RDR), many organisations are now ready to join the robo-advice revolution. Having watched the RDR landscape evolve and pioneering technologies develop, the industry is turning…

We need more data sharing now, says wealth and fund manager Priday

By Tim Cooper on March 22, 2017
Data-sharing

James Priday, managing director of Exeter- and London-based advisory firm Prydis Wealth and discretionary fund manager P1 Investment Management, is on a mission to revolutionise the use of technology in financial services. This includes a target…