Robo-advice commentary

Jul


2018

‘Alexa buy FTSE’: is Amazon primed to deliver wealth management?

Giant etailer set to deliver a game changer in the economics of robo advice

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May


2018

FCA report tells robo advisors they have to improve

Damning report criticises platforms for poor suitability checks and lack of fee transparency

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Mar


2018

Personalised investment management – three unstoppable forces & Object-Oriented Investing

Three powerful forces are re-shaping investment and wealth management and AI is allowing more

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Feb


2018

Why microinvesting has the potential to transform the wealth management industry

With robo advice targeting cash strapped millennials, microinvesting seeks to change behaviour

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Jan


2018

Active vs. passive – who or what should make your investment decisions?

In the world of investing, the debate between active and passive rages on like no other, but which

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Jan


2018

Millennials embrace robo advice as they take control of their financial future

Early adopters were more mature, wealthier investors; now tech savvy millennials are joining in

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Jan


2018

Banks reaching out to millennials with robo advice

Banks turn to fintech solutions as they seek to establish lifelong client relationships

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Jan


2018

Robo advisor offers tax-loss harvesting to ordinary investors

ETFmatic is the first to offer advice based upon an individual's tax preferences

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Nov


2017

‘Resetters’ taking more control of their lives on the road to financial independence

Study reveals an unprecedented number of people making fundamental changes to their lives

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D2 Interactive