robo-advisor

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Client assets on digital advice platforms forecast to cross $400 billion by end-2018

A new wave of robo-advisors, an increasing number of partnerships between wealth managers and widespread usage of inorganic intelligence will drive significant change and opportunities for the wealth management industry in 2017 and beyond, according to a new report developed by Broadridge Financial Solutions, Inc. (NYSE:BR) in association with Aite Group.

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Singapore consults on robo-advisor rules

The Monetary Authority of Singapore (MAS) today released a consultation paper on proposals to facilitate the provision of digital advisory services1 (also known as robo-advisory services) in Singapore.

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Russian banks and Mastercard pick fintech startups for Moscow accelerator

Russian financial institutions working together within the framework of collaborative fintech acceleration programme Fintech Lab, namely Ak Bars, VTB 24, Bank Saint Petersburg, Home Credit Bank and Absolut Bank picked 12 fintech startups they are going to mentor and guide through the acceleration programme.

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EValue appoints Paul McNamara as chief executive

EValue, the leading technology provider to the financial services industry, has strengthened its senior team with the appointment of Paul McNamara as Chief Executive Officer, effective today.

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WeInvest goes full-robo with InvestCloud

WeInvest, Asia’s first Robo-Advisory platform-as-a-service provider, today announced a strategic collaboration with InvestCloud Inc., a global FinTech firm.

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Robo life insurance startup Certua to launch in UK

Certua, a data driven fin-tech company has today announced its intention to launch to market in 2017.

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High earners log-on for robo-advice

The demand for robo-advice rises with income, despite it being widely seen as a low-cost financial advice solution, according to Deloitte, the business advisory firm.

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StashAway becomes first licensed robo-advisor in Singapore

StashAway becomes first licensed robo-advisor in Singapore StashAway, a robo-advisor, has received in-principle approval for its Capital Market Services License for Retail Fund Management.

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Digital wealth manager Moneyfarm launches partnership with Allianz Global Investors

Moneyfarm, the digital wealth manager, has today launched a partnership with Allianz Global Investors which will provide access to an active wealth management solution at institutional cost to UK employees of Allianz companies.

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Thirty percent of UK jobs at risk from robotic automation - PwC

UK economic growth held up better than expected in the six months following the Brexit vote, but this began to ease in early 2017 as inflation has risen, squeezing household spending power.

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InvestCloud launches Emerald for robos and hybrid wealth managers

InvestCloud Inc., a global FinTech firm, has released Emerald, a new solution for Robo-Advisors and hybrid wealth managers that empowers them with an end-to-end solution for portfolio management, trading, accounting, payments and fee management.

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T. Rowe Price launches digital investment platform

Today, T. Rowe Price announced the launch of T. Rowe Price® ActivePlus Portfolios, a digital discretionary investment management and advisory solution designed for investors who want access to actively managed mutual funds and management of their portfolios to help them meet long-term retirement savings goals.

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FCA amends statutes on financial advice

Following HM Treasury’s consultation on ‘Amending the definition of financial advice’, it has now been confirmed that a statutory instrument will shortly be introduced to make the necessary amendments to the requirements for advising on investments.

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Schwab adds human touch to automated investment service

Charles Schwab today announced the broad availability of Schwab Intelligent AdvisoryTM, the firm’s new hybrid advisory service that combines live credentialed professionals and advanced technology to make financial and investment planning more accessible.

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InvestCloud integrates Babel; launches new division

InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and Robo capabilities to its digital wealth management platform.

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Singapore robo Crossbridge automates onboarding

Crossbridge Capital, a leading and established wealth management firm serving ultra-high net worth investors globally, today announced important updates to its CONNECT by Crossbridge digital platform, Singapore’s first and largest functioning robo-advisor.

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Chinese-backed fintech startup Mioying takes robo-advisory suite to Hong Kong

Mioying, a fintech start-up backed by Chinese VC firm ZhenFund, is launching its wealth management platform MPro in Hong Kong.

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UBS opens digital wealth platform to UK investors

UBS SmartWealth launches today, enabling more people than ever in the UK to access the investment insights and expertise of the 'World’s Best Bank for Wealth Management 2016' as awarded by Euromoney.

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Former Scottrade execs acquire robo-advisor MarketRiders

Former Scottrade executives Jonathan Yao and Kristopher Wallace today announced the acquisition of MarketRiders, the first robo-advisor.

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Robo firm Betterment offering referrals to human advisors

Betterment, the largest independent online investment advisor, today announced the next evolution of the company with the release of a new service offering, expanding the company's platform beyond a single digital product to a multi-plan advice offering that includes access to CFP professionals and licensed financial experts.

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