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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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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."
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"FutureAdvisor is one of a handful of top robo-advising services that have popped up in recent years. If you don’t have the time, knowledge or desire to actively manage your investment, retirement or college savings portfolio, FutureAdvisor will do it for you using its trading algorithm. FutureAdvisor offers a useful portfolio analysis tools absolutely free, as well as a premium portfolio management service for users willing to pay for it. If you want to manage your own investment account but don’t want the responsibility of tracking performance, choosing trades, rebalancing your holdings and optimizing tax harvesting, FutureAdvisor is worth a closer look."
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As more investors turn to automated platforms, robo-advisors are maturing—and adding a surprising new wrinkle: the human touch.
"By tech start-up standards, robo-advisors are already approaching middle age. Betterment, the pioneering robo-advisor and still the largest of the independent firms, turned seven in May. It now has $9.1 billion in assets under management.
As a business, it’s a modest success story. Many top-ranked financial advisors have far more in assets. But it’s hard to underestimate the broader impact Betterment has had on financial advice in the U.S."
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Build your portfolio, whether by bucks or Benjamins.
"The good news is that, now more than ever, automatic investing — or “robo-advisory” — tools are just a few clicks away and will help you do your part to close the gender investing gap. Acorns, Wealthfront, and Betterment are just a few of the new investment apps that democratize investments by offering an easy onboarding process for new and aspiring investors, squashing the myth that you need a bank account with a string of zeros to enter the market in the first place. That era is over — today, all spare change is welcome!"
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Clients will flock to digital advice, but conditions favor incumbent firms, a study found.
"Vanguard, Charles Schwab and Fidelity will press their advantages in digital advice, but Acorns is driving the sector’s massive expansion, a new study says. So-called incumbent firms’ share of the robo advice market will jump to 93% by 2021 from 78% last year, according to a report released last week by Boston-based consulting firm Aite Group. At the same time, the number of digital advice clients will soar by nearly 850% to 17 million by 2021, the study says."
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Over the years, digital technologies have found their way to many business areas within banking an
"Over the years, digital technologies have found their way to many business areas within banking and finance. This is true now more than ever before, with specific technologies like Block-chain, Crypto currency, Robo Advisory etc being sought after by most financial firms. To adapt to the customer’s needs and expectations firms have been provoked into implementing long term strategies that revolve around digital transformations."
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Belgian robo-advisor Gambit Financial Services will become the partner for robo-advisory solutions in the French bank BNP Paribas Group's retail and wealth
"Belgian robo-advisor Gambit Financial Services will become the partner for robo-advisory solutions in the French bank BNP Paribas Group’s retail and wealth management services."
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"Millennials are at the greatest advantage for retirement saving — they have time on their side, experts say, and their money earns compound interest, which is interest earned on the money they put in as well as the interest that money earns. Granted not all millennials may have the ability to put away as much as Yangchen can, but any contribution counts — even just a few dollars. One mobile investing platform, New York-based robo adviser Stash, suggests investors start with just $5 a month as they become familiar with investing."
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The U.K.'s fintech scene has much room to grow, and the opportunity is 'gigantic' says Wealthsimple's
"After building a North American robo-advisory business that has more than 40,000 clients and US$1 billion in assets under administration in just three years, Wealthsimple has been beta testing its service in the U.K. ahead of a planned September launch. Here, Wealthsimple is a smaller fish in a much bigger, crowded pond that includes the likes of local robo-adviser Nutmeg Saving and Investment Ltd. and giant HSBC Holdings PLC’s automated investing platform. Still, the U.K.’s fintech scene has much room to grow, and the opportunity is “gigantic,” said Toby Triebel, Wealthsimple’s chief executive of Europe."
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APP Securities Pty Ltd and Ignition Wealth have today announced a partnership for the provision of digital financial advices to APP clients.
"Clients of Australian stockbroking and investment banking firm APP Securities will receive mobile-first digital advice solutions for fund and investment decisions, with the firm today announcing its partnership with robo-adviser and platform provider, Ignition Wealth. The advice solution would enable APP Securities’ clients to use multicurrency and multilingual technology provided by Ignition Wealth to complete risk assessments, accept diversified portfolios, fund, invest, execute trades, and communicate with a broker via a messaging system."
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Everything you need to know about Wealthsimple, Hubba and League
"A few years ago, Michael Katchen got tired of dishing out investing advice to his friends. So he created Wealthsimple, an app that would do the job for him. The robo-adviser puts investing on autopilot, letting financially illiterate customers grow their savings without having to watch the markets. Three years later, Wealthsimple has more than 30,000 users. When the company doubled its assets to $1 billion in the spring, Justin Trudeau swung by for a photo op, referring to the place as “an example of fintech innovation at its finest.” Investors are impressed, too."
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. "