Finextra Research: Latest fintech news, analysis, interviews, features and opinion by industry experts

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.

27 March 2017

Company update/robo-advisor

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.

24 March 2017

News/robo-advisor

Skandiabanken makes robo-advisory push with stake in Quantfolio

Norwegian digital bank Skandiabanken has acquired a 39.9% stake in local AI and machine learning outfit Quantfolio as part of a push into the provision of robo advisory services for customers of its private savings division.

23 March 2017

Company update/robo-advisor

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.

20 March 2017

Company update/robo-advisor

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.

16 March 2017

Company update/robo-advisor

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.

16 March 2017

Company update/robo-advisor

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.

14 March 2017

Company update/robo-advisor

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.

09 March 2017

Company update/robo-advisor

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.

09 March 2017

Company update/robo-advisor

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.

09 March 2017

Company update/robo-advisor

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.

07 March 2017

Company update/robo-advisor

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.

01 March 2017

News/robo-advisor

Robo-advisor 'Chloe' launches in Japan

Hong Kong-based social trading startup 8 Securities has launched a mobile-only robo-adisory service targeting the millennial generation that constructs portfolios with exchange traded funds (ETFs) listed on the Tokyo Stock Exchange (TSE).

17 February 2017

News/robo-advisor

NatWest to roll out digital investment service

NatWest is rolling out a digital investment service for its online banking customers.

09 February 2017

News/robo-advisor

BAML shuns algorithms for digital investment platform

Bank of America Merrill Lynch is tapping the expertise of its investment officers, rather than algorithms, for the US launch of its online advisory platform.

09 February 2017

Company update/robo-advisor

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.

31 January 2017

News/robo-advisor

Carney accused of "lack of understanding" in remarks on robo-advisors

The founder and CEO of online investment manager Scalable Capital has lashed out at the Governor of the Bank of England Mark Carney, accusing him of a "deep miscalculation of priorities" for singling out robo-advisory services as a potential force for future financial instablity.

31 January 2017

News/robo-advisor

Former Visa president raises $125m for new fintech fund

Nyca Partners, a fintech startup-focused venture capital firm set up by former Visa president Hans Morris, has raised more than $125 million for its second fund.

27 January 2017

Company update/robo-advisor

LendingRobot taps blockchain for robo-fund

LendingRobot, the first robo-advisor for Alternative Lending built for individual investors, announced today the launch of robo-fund LendingRobot Series.

26 January 2017

News/robo-advisor

Bundesbank president tells G20 to avoid race to bottom on fintech regulation; Carney chips in

As it assumes the G20 presidency, Germany has set its sights on the fintech community, calling for the development of a set of common criteria for the industry's regulatory treatment in an effort to avoid a race to the bottom, says Bundesbank president Jens Weidmann.

25 January 2017