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%….

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…

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…

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…

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…

“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…

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…

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…

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…

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…

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…

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…