Robo-advice commentary

Apr


2019

US advisor pioneers ‘Netflix pricing’ for financial advice targeting millennials

Schwab serves up financial planning and hybrid-advice with monthly fee

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Feb


2019

Need for financial education never greater as marketers seek to engage Millennials in savings and investment

Under considerable financial duress, Millennials say lack of knowledge prevents them form investing

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Dec


2018

Halal, is it me you’re looking for? Sharia-compliant robo advisor launches

Wahed Invest allows followers of Sharia law to invest in line with their beliefs - at a price

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Dec


2018

HSBC offers its customers robo advice with My Investment

Latest bank to offer automated investment service targets 2.9 m customers

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Nov


2018

Millennials looking for ethical investment turn to robo advisor

Young investors adhere to their principles and are prepared to pay a little more for socially

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Nov


2018

DIY Investing platforms set to attract £100bn over next five years

More and more people taking personal control on the way to financial independence

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Oct


2018

How US firms are using artificial intelligence (AI) to manage clients’ money

AI provides an efficient method of communicating with clients and can learn from their behaviour

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Oct


2018

Free unlimited advice for retirement planning as robo advisor launches new SIPP product

Wealthsimple is the latest disruptor to offer a pension savings vehicle

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Sep


2018

Robo advisors on the march and genuinely democratising investment

Survey shows increase in customer numbers and assets as those new to investing choose digital

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D2 Interactive