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Robo-Advisors and Robo-Advisories
Advice given by Third Party Robo-Advisors. Disclaimer : this page is not intended for any specific nationality or jurisdiction. It is also not intended to solicit clients from any specific jurisdiction including the Republic of Mauritius inter alia. Curated by Investors Europe Stock Brokers |
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ROBO ADVISOR SAYS : SPX - ROBO-ADVISOR still sitting patiently for the mkt to come to ROBO-ADVISOR to get short for what could possibly be a panic move lower, time will tell of course.'
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Kitco News' contributed commentary features articles and opinions from some of the top experts in the gold industry.
"Indeed, if someone says I’ll give a certain percentage to a robo adviser, I’m not going to object to it, even in the current environment: one good thing robo advisers do well is to rebalance a portfolio, a key step many investors forget. I have long preached that ‘doubling down’ in late 2008 was irresponsible for those who had not taken chips off the table during the good times (if you lose half your net worth, it is irresponsible to put more capital at risk), but may be quite appropriate for someone steadily investing and rebalancing their portfolio."
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Squeezed margins, compliance headaches, tech threats: who’d want to be a banker in Asia these days?
"While most private bankers don’t think this tech investment poses an existential threat to their jobs(they say wealthy clients still want face time), it is still adding to the pressures they are facing. Clients could switch some of their more straightforward investments to banks’ in-house tech platforms or turn to one of the many robo-advisors that have recently sprung up in Singapore and Hong Kong."
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"Ten years from now, will Google and Amazon play more of a role in managing your investment portfolio than Fidelity? Finance has traditionally been about trust. We trust banks to hold our money and give it back to us when we want it; and we trust brokerage firms to buy the securities we want at market prices and to debit and credit our accounts accordingly. Because trust is so important, we have historically held banks and financial firms to much higher standards of compliance and control than other businesses. "
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Robots could soon be telling us how to manage our money. Especially since 78% of us say we'd welcome the advice.
"Robo-advisors are on the rise, but how do humans feel about receiving financial advice from a computer?
Most consumers say they would welcome robo-advice on banking, insurance and planning for retirement, according to new research by consultancy firm Accenture."
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Among millennials who are saving for retirement, 46% said they rely on a human advisor for help, while 24% use a robo-advisor, according to a survey by the loan refinancing firm LendEDU. A robo-advisor is more likely to lose their money than a human advisor, said 62% of respondents.
"Among millennials who are saving for retirement, 46% said they rely on a human advisor for help, while 24% use a robo-advisor, according to a survey by the loan refinancing firm LendEDU. A robo-advisor is more likely to lose their money than a human advisor, said 62% of respondents"
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"Exaxe has launched an automated advice system for its clients.
Dublin-based software solutions company Exaxe has launched a robo-advice offering for companies. The platform, called Advice Plus, is a SaaS based automated advice solution and allows life and pension providers to configure the digital experience while still using an existing back end program. It also allows the service to be distributed directly to the consumer or through an intermediary."
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"Dvdendo is a Floridian robo-advisor which, as its name might suggest, targets Latino savers. Douugh, again with the suggestive name, is all about the money. Hailing from San Fransisco it has kicked off a high tech AI helper called “Sophie” that aims to nudge savers behaviour. Bambu is Asian – from Singapore to be precise. And offers a white-labeled B2B robo-advisor. Nordnet is Nordic and is the first plain vanilla Scandinavian robo-advisor, offering low fees and standardised investment portfolios."
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"Digital wealth management firms have been increasing in number in Europe and the US. Some financial advisers are turning to robo-advice as a way to complement traditional wealth services while start-ups like Nutmeg have partnered with technology firms to create product offerings. With one in five financial advisers set to launch robo-advice, there is plenty of opportunities for B2B firms to step in. But who exactly are they? Here we take a look at some of the top upcoming firms in the UK market."
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"New personal wealth robo-advisor gives its users a ‘welfie’ – a selfie of their personal finances. New Aussie personal financial advice startup has raised A$1.2 million in capital, from the group that will distribute its app. PictureWealth offers a robo-advisor of sorts but one that doesn’t use ETFs. It gets users to plug in their financial history – bank accounts, expenses, debts and assets – and well as other expense information like insurance. It then takes a picture of users’ wealth – or lack thereof – and gives advice accordingly."
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"The disruptive wealth management space has attracted more and more investors from ‘traditional’ financial institutions.
Online wealth management service Netwealth has landed new equity cash of £10.2m, mostly from a host of well-known City figures. Netwealth launched back in April 2016 and is part of the rapidly growing robo advice market."
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Report claims 46% of millennials saving for retirement use a human advisor while just 24% have used a ‘robo’ option.Read More
"Part of the issue, to be sure, is that robo advice is relatively new to the market. The survey did not track the rate of growth for millennials but said more than 61% of those who have not used a robo-advisor have never heard of them. But younger investors also showed that they felt human advisors would be better equipped to handle challenges, such as a sudden drop in the value of their investments, according to LendEDU. And 70% still thought that human advisors could get them a better return on their investments."
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If you have a few hundred bucks you're not quite sure what to do with each month, a robo advisor might be the answer.
As a young adult, your financial goals
"The finance industry has long been male-dominated, and for many reasons, there is an investment gender gap. But with the rise of websites that make investing easy (often called robo advisors), investing is becoming more democratized. People historically left out now have access to tools previously available only to the wealthy. So if you have a few hundred bucks you're not quite sure what to do with each month, a robo advisor might be the answer. Thanks to this new technology, anyone can be an investment genius."
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Only 12% of high net worth (HNW) UK investors trust robo-advisers to make investment decisions on their behalf.
‘For robo-advisers and software-based investment management tools, the survey results are less uplifting. It seems that far more people with bigger sums to invest trust manual decision-making processes, whether by themselves or an IFA.’
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The corporate regulator’s rigid risk management requirements for robo-advisers could prove overwhelming for start-up firms looking t
"Providers of robo-advice must be able to demonstrate they have adequate resources, including a resource within the business that understands technology and the algorithms used, capability within the business to review the digital advice generated, and sufficient resources to maintain client records, protect confidential information and comply with all obligations,”"
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Toronto-based Wealthsimple has officially launched in the U.K., nearly eight months after the Canadian robo-advisor began its international expansion. Now residents in the U.K. can open an online account and begin investing in the platform's personalized and diversified portfolios in jus
"Toronto-based Wealthsimple has officially launched in the U.K., nearly eight months after the Canadian robo-advisor began its international expansion. Now residents in the U.K. can open an online account and begin investing in the platform’s personalized and diversified portfolios in just five minutes. Wealthsimple separates itself from similar digital investment companies by offering what they call a personal and human aspect to the automated process."
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"China Guangfa Bank, one of the earliest-incorporated joint-stock commercial banks on the mainland, has launched a computerized investment advisory service, aiming to better integrate its business of offline professional wealth management and online artificial intelligent service. The artificial intelligent investment adviser, or the so called robot-adviser, is an online wealth management service that provides automated, algorithm-based portfolio advice without the use of human financial planners."
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The BlackRock CEO is fresh off one interesting interview overseas. Fink talked about Warren Buffett and investing more broadly....BLK
"Both in China, and in Europe and North America, a plethora of investment platforms and robo advisory services are evolving, but none has yet reached critical mass. Perhaps the closest is Ant Financial's money manager Yu'ebao, which managed 1.2 trillion yuan (US$170 billion) of assets at the end of the first quarter of this year. However, strict regulation has curbed the fund's growth, and in August it announced that it would reduce the cap on new investments to 100,000 yuan."
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ING in Germany is to roll out a digital wealth manegement service in a pilot project with robo-advisory startup Scalable Capital.
"ING in Germany is to roll out a digital wealth manegement service in a pilot project with robo-advisory startup Scalable Capital.
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"As a pioneer in robo-advisory and automated asset allocation in China, Polaris has developed sophisticated, end-to-end, and plug-and-play fintech solutions for financial institutions and businesses. Combining quantitative modeling and machine learning with programmed trading, Polaris makes it possible for investors to customize and automatically rebalance a global portfolio with greater efficiency and convenience."
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BNP Paribas Asset Management (BNPP AM) is adding state-of-the-art digital-advisory services to support and enhance the digitalisation of its distributors through the acquisition of a majority stake in Gambit Financial Solutions (Gambit), in line with its objective to further expand its innovative offerings. Gambit, a well-established Belgian Fintech, has developed a unique capability to significantly transform client journeys with advisory-guided or fully autonomous interfaces. Gambit will maintain its independence, which has led to its success. It will extend its client footprint by becoming the preferred partner for robo-advisory solutions for BNP Paribas Group’s Retail and Wealth Management networks.
"The digital revolution has transformed clients’ expectations with regard to discussing their financial savings plans with their investment advisors. This has led to a major rethink of the customer experience across all client segments, and involves constantly adapting to clients’ changing needs. These requirements can now be addressed by optimising the client experience using reliable, user-friendly and adaptable digital interfaces."
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Investing? Let a robot make the financial decisions
"China Guangfa Bank, one of the earliest-incorporated joint-stock commercial banks on the mainland, has launched a computerized investment advisory service, aiming to better integrate its business of offline professional wealth management and online artificial intelligent service. The artificial intelligent investment adviser, or the so called robot-adviser, is an online wealth management service that provides automated, algorithm-based portfolio advice without the use of human financial planners."
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(EMAILWIRE.COM, September 21, 2017 ) The major players in global and United States Robo-Advisors market, including Cisco Systems, Inc., MercuryGate TMS, LLamasoft, AscendTMS, Agile TM, WideOrbit, VertaMedia, Virtu Group, Trycon Technologies, Toasted Snow
Request a sample copy at http://www.reportsweb.com/inquiry&RW0001943079/sampl
"This report studies the Robo-Advisors market status and outlook of global and United States, from angles of players, regions, product types and end industries; this report analyzes the top players in global and United States market, and splits the Robo-Advisors market by product type and applications/end industries.
The Asia-Pacific will occupy for more market share in following years, especially in China, also fast-growing India and Southeast Asia regions."
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The company launched in the U.S. at the end of January
"Wealthsimple Inc.'s robo-advisor services are now available in the United Kingdom. Earlier this year, the Toronto-based company tested an invitation-only trial version of the product in the U.K.
CEO Michael Katchen says the U.K. expansion fits in with Wealthsimple's plan to build a global financial services firm."
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"Socially responsible robo-advisor investing is more than a fad, it’s a full-blown movement. The premise of socially responsible investing or impact investing robo-advisors is that consumers hunger to invest their money in line with their personal values. A recent Investment News article claims that financial advisors without socially responsible investing choices will sacrifice clients."
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Younger people who are saving for retirement prefer human financial advisers to automated advice, a new stud
"Younger people who are saving for retirement prefer human financial advisers to automated advice, a new study found.
Millennials aren’t as enamoured with technology as some might think. A survey from online marketplace LendEDU found that 46 per cent of people between the ages of 18 and 34 who are saving for retirement use a financial adviser. In comparison, only 24 per cent of the 500 surveyed have used a robo-advice platform."
ROBO ADVISOR SAYS 'HUI has hit previous target, and although ROBO-ADVISOR thinks we go lower from here ROBO-ADVISOR is not shorting this area, ROBO-ADVISOR prefers to wait for the "better" trades. ROBO-ADVISOR would potentially short if it moves higher or looks to buy the coming intermediate term low for a big move higher.
"HUI has hit previous target, and although ROBO-ADVISOR thinks we go lower from here ROBO-ADVISOR is not shorting this area, ROBO-ADVISOR prefers to wait for the "better" trades. ROBO-ADVISOR would potentially short if it moves higher or looks to buy the coming intermediate term low for a big move higher. "