robo-advisors

South African Robo-Advisors: Hype or Worthy Investment?

By Leandi Kolver on June 13, 2018
South African robo-advisors

By 2022 robo-advisors will manage US$177 million in South African assets, up from only US$22 million this year, data by Statista shows. This translates into a compound annual growth rate between 2018 and 2022 of 68.8%….

Apple Asset Management? It probably will happen

By Robin Powell on March 19, 2018
Apple-Asset-Management

I’m not an Apple obsessive. I don’t queue outside the Apple Store at 5am to buy the latest iPhone, and I’m sorry, but £160 for a pair of ear plugs is daylight robbery. But I love…

Gender equality ETF, more MiFID II, fund website spotlight [VIDEO]

By Elliot Burr on February 2, 2018
2-Feb-Roundup-FI

This month’s video round up presents the new wave of ETF investment opportunities, an update on MiFID II, GDPR due dates, and our favourite recent website launches and campaigns within asset management. Please find links to…

Asset Management Marketing Focus #22

By Elliot Burr on January 19, 2018
19-Jan-Roundup-FI

Welcome to our asset management marketing roundup Asset managers are increasingly looking to embrace digital, offering innovative ways to engage with investors who are looking to trust those that are up to speed. From marketing funds…

Asset Management Marketing Focus #13

By Elliot Burr on October 27, 2017
27-Oct-Roundup-FI

Welcome to our asset management marketing roundup Asset managers are increasingly looking to embrace digital, offering innovative ways to engage with investors who are looking to trust those that are up to speed. From marketing funds…

Millennial Investors: Is It Wise To Cut Out Humans?

By Graham Jarvis on October 2, 2017
Robo-advisor-phone

“The times they are a-changin’”, and with the growth of artificial intelligence (AI) in all industrial sectors, including financial services, the words of singer-songwriter Bob Dylan are certainly coming true. Attracta Mooney, an asset management reporter…

The New Wave of Asset Management

By Mash Patel on September 12, 2017
New-Wave-of-AMs

We’ve been told a lot of things about millennials in the recent past. How they’re lazy. How they’re not lazy. How they are killing certain industries. And how they don’t have any money. There is a…

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…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
roboadvisor3

Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…

Five Insights From The Women in Finance Power 100

By Courtney McQuade on November 24, 2016
Five Insights From The Women in Finance Power 100

While robo-advisors are quickly gaining popularity, many agree they’ll never replace the human touch. Why? Because investing has an emotional dimension to it. Most people would agree it’s confusing and scary. Add to that mix a…

Former Robo-Advisor Exec Highlights Why Human Advice is Better

By Courtney McQuade on October 13, 2016
Katharine Earhart, Former Robo-Advisor Exec Highlights Why Human Advice is Better

After a seven-year stint on the retail side with Schwab, Katharine Earhart worked at one of the original robo-advisors – mPower.com Inc., an online advisor to 401Ks , eventually purchased by Morningstar. She then spent 14…