robo-advisor

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/robo-advisor

Singapore-based robo advisor StashAway lands in Malaysia

StashAway, a robo-advisor headquartered in Singapore, has made available its services in Malaysia. StashAway delivers an intelligent, data-driven asset allocation investment strategy with no minimum balance, no sales charge, annual management fees between just 0.2% and 0.8%, and flexible deposits and withdrawals.

/robo-advisor

Hauck & Aufhäuser debuts digital wealth manager

The private bank Hauck & Aufhäuser is expanding its product range in private banking with digital asset management. In the future, Zeedin – the banks new robo advisory tool - will enable the bank's customers to invest their assets online from 50,000 euros and up.

/robo-advisor

WiseAlpha launches robo-manager for retail investors

WiseAlpha, the online market offering retail investors access to corporate bonds, has launched an automated service for risk setting and sector selection.

/regulation

Singapore eases rules for robo-advisors

The Monetary Authority of Singapore (MAS) today issued the Guidelines on Provision of Digital Advisory Services, to facilitate the provision of these services in Singapore. The guidelines incorporate feedback from the public consultation as well as learning points from MAS’ engagements with the industry.

/startups

Mortgage comparison and switching platform Dashly goes live

Dashly, the UK’s first genuinely ‘always-on’ mortgage switching platform that will “become the default way of sourcing your next mortgage”, according to an independent report* by personal finance expert Andrew Hagger, has launched today.

/robo-advisor

Raiz Invest launches facebook chatbot

Raiz Invest Limited, the mobile-first micro-investing platform, has today launched a chatbot to improve the user experience.

/robo-advisor

MortgageGym raises £3.8m

MortgageGym, the FCA-regulated mortgage robo-adviser, has announced the successful completion of a funding round of £3.8m from investors, including LSL Property Services plc (LSL), which is the parent company of the UK’s second largest mortgage network.

/robo-advisor

DriveWealth and Bambu launch robo-advisory platform

DriveWealth Holdings, Inc. (“DriveWealth”), a fintech company providing brokers, digital advisors and mobile online financial services companies seamless access to the U.S. securities market, and Bambu, a global provider of robo-advisory technology, today announced the launch of a white-label, end-to-end robo-advisory platform solution for the wealth management industry.

/robo-advisor

Orange partners with Additiv to offer digital wealth management services for financial institutions

Orange Business Services and Additiv, an expert in digital solutions for the financial market, have teamed up to offer digital wealth management as-a-service products to financial institutions.

/robo-advisor

Munnypot scores investment from Livingbridge

Many people in the UK are currently unable to access investment advice because the minimum investment values are prohibitively high and the fees too steep.

/robo-advisor

Dorsum launches My Wealth mobile app

Dorsum, a multi-award winning, innovative investment software provider, today launches the My Wealth app at the Money2020 event in RAI Amsterdam.

/robo-advisor

Capita takes stake in Munnypot

The award winning, robo-advice investment platform, Munnypot, announced today that it’s entered into a strategic ‘scaling partnership’ with Capita.

/robo-advisor

FCA puts robo advisors to the test...and finds them wanting

We identified promoting innovation and competition as cross-sector priorities in our 2017/18 Business Plan. We want financial innovation in our markets to thrive where it delivers good outcomes for customers in terms of value, costs and choice.

/robo-advisor

Financial Engines to combine with Edelman following $3 billion buy out

Financial Engines (NASDAQ:FNGN), America’s largest independent investment advisor1, today announced that it has signed a definitive agreement to be acquired by funds affiliated with Hellman & Friedman (“H&F”) in an all-cash transaction that values Financial Engines at an aggregate value of approximately $3.02 billion.

/robo-advisor

Bambu lands first American client, prepares to open office in London

We would like to announce a new client project based in America that we landed recently.

/robo-advisor

Singaporean robo-advisor StashAway secures USD $5.3 million in Series A Funding

StashAway, the first robo-adviser to receive a retail license in Singapore, announced today that it has completed a USD $5.3 million (SGD $7.0 million) Series A round of funding.

/robo-advisor

Wealth managers say keeping up with new tech is top challenge

Building on its commitment to help connect and empower the global financial community by harnessing proprietary data and analytics designed to add greater client value, Thomson Reuters today announced the findings of its Digitalization of Wealth Management report 2018 in collaboration with Forbes Insights.

/robo-advisor

NZ regulator opens up to robo-advisors

The FMA is now open for applications from providers seeking to offer personalised financial advice to consumers through digital tools and platforms (so-called robo-advice).

/robo-advisor

Wealthsimple raises over £35 million in latest funding round

Wealthsimple, a global digital investing service, has raised £37 million ($65M CAD) investment from the Power Financial group of companies, bringing Power's total investment in the company to £94 million ($165M CAD).

/robo-advisor

Singapore robo-advisor Connect by Crossbridge introduces Chinese scripts

CONNECT by Crossbridge, Singapore’s first and largest robo-advisor, has celebrated Chinese New Year early with another first – the introduction of Singapore’s first digital advisory platform in Simplified Chinese.

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