robo advice
category
Research highlights mistrust of robo-advice
According to recent research from the Financial Conduct Authority, those that may benefit most from robo-advice are the least...
How open architecture and robo technology will transform the banking industry
As transformative technology reaches beyond the accumulation of wealth into the wider ‘wealthtech’ arena, 2020 is set to be one...
Need for financial education never greater as marketers seek to engage Millennials in savings and investment
There is no question, those born between the early 1980s and the mid-1990s – collectively the millennials – face some...
FIRE in your eyes? – invest some time in your financial education
The FIRE (Financial Independence, Retire Early) movement is the latest to sweep through personal finance in the States (more) and...
Investing should be a no-brainer for millennials: Muckler meets one
If you’re struggling to get on to the property ladder or pay off your student loan, investing in your...
Sign of the times: AI-powered Multiply delivers holistic financial advice for small-time investors
The Financial Conduct Authority (FCA) has approved the first artificial intelligence (AI) app offering consumers regulated, automated advice, delivering...
Schwab ‘killing it’ as US millennials embrace robo advice
In an onstage interview at Fortune Magazine’s Brainstorm Finance conference, Charles Schwab CEO Walt Bettinger disputed that his legacy...
InvestEngine fires up to deliver low cost robo advice
The co-founder of UK classifieds site Gumtree, Simon Crookall and his sister Joanna have launched a new online robo advice platform...
US advisor pioneers ‘Netflix pricing’ for financial advice targeting millennials
Charles Schwab is one of the leading players in the US financial advisory services space with 11.3 million customer...
Survey highlights millennials’ need for greater financial education
A recent US survey by PNC Investments suggested that half of millennials expect to retire with financial stability, although most...
