robo-advisor

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10,000 jobs could be lost to robots says Citi

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10,000 jobs could be lost to robots says Citi

US bank Citi has warned that it could shed half of its 20,000 tech and ops staff in the next five years due to the rise of robotics and automation.

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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.

Schroders invests in WeInvest

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Schroders invests in WeInvest

Asset management house Schroders is taking a minority equity stake in Singapore-based digital wealth services outfit WeInvest. Terms of the deal, set to be completed in June, have not been disclosed.

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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.

NextGen Banking London - live blog

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NextGen Banking London - live blog

Welcome to Finextra's live coverage of NextGen Banking London. The event promises to explore what the AI revolution means for banks - and what financial institutions need to do to benefit from AI, and ensure their customers do so as well.

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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.

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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.

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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.

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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.

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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).

Jyske Bank to launch robo-advisory service using Munnypot platform

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Jyske Bank to launch robo-advisory service using Munnypot platform

UK robo-advisor Munnypot has secured its first white-label deal with Denmark's Jyske Bank.

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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).

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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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Overstock launches robo-advisor digital investment platform

Overstock.com (NASDAQ: OSTK) announces the launch of a digitally driven investment platform, powered by tZERO Advisors, within the online retailer’s FinanceHub™.

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Wealthsimple launches socially responsible investment portfolios

Wealthsimple, a global online investment manager, today announced the launch of Socially Responsible Investing portfolios.

Morgan Stanley targets millennials with robo-adviser

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Morgan Stanley targets millennials with robo-adviser

Morgan Stanley is the latest Wall Street titan to enter the robo-adviser arena, launching a digital platform it hopes will attract the high net worth clients of the future while they are still millennials.

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ABN Amro launches digital wealth management unit Prospery in Germany

As of today, retail clients in Germany can use Prospery, a new digital platform that provides a comprehensive view of their current and potential assets, actively manages their investments and offers remote personal coaching at a fixed fee.

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Former CEO of Morgan Stanley joins StashAway Advisory Committee

​Ms​ ​Sim​ ​Hwee​ ​Hoon,​ ​former​ ​CEO​ ​of​ ​Morgan​ ​Stanley​ ​Singapore,​ ​is​ ​the fourth​ ​and​ ​final​ ​member​ ​of​ ​StashAway’s​ ​Advisory​ ​Committee.​ ​

NatWest robo-advice service set to go live

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NatWest robo-advice service set to go live

The Royal bank of Scotland's NatWest unit will on Monday begin offering a digital investment service to its five million online banking customers.

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Emirates NBD goes digital in Dubai

Emirates NBD, a leading banking group in the region, today opened its first paperless digital branch at Dubai World Trade Centre (DWTC).

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