Robo-advice

6 predictions for fintech in 2024

FIRE in your hands: the road to financial independence

A look at the basics for those taking control of their financial future

Some thoughts on how to make the ‘non-saver to basic investor’ journey engaging to young people

Amazon’s AI move – why you need AI investments as race speeds up

Can robots compete with humans when it comes to financial advice?

How Fintech Innovations Have Affected the Financial Industry 

Financial education: Investing for Generation Z

Case study: Muckler meets PR exec Sophie, striving to get on the property ladder

Micro-investing: Just Don’t do Nothing

DIY Investor looks at the way wealth mangers are trying to engage millennials

Investing Basics: First time investors

Investing Basics: Robo Advice 101

How automated investment management is disrupting the wealth management sector

Clever assets: could artificial intelligence (AI) advances raise returns in perpetuity?

Could cyborg workers that learn on the job become an appreciating asset?

Automated Solution for Millennials Seeking Ethical Investment Opportunities

Investors are increasingly looking for ways to make a positive impact on the world with their money

Barclays joins the robo advice fray with Plan & Invest

10 years on, fintech hasn’t really delivered

A look at the highs and the lows of fintech over the past decade and a glimpse of the future

Digital Natives: Make way for Generation Z

Generation Z are about to overtake Millennials in number, representing 40% of consumers by 2020;

Financial wellness: AI-powered Multiply delivers holistic financial advice

FCA approves 'next gen' platform delivering automated financial advice to small-time investors

The FIRE Movement – America’s Hottest New Trend in Personal Finance

Stateside increasing numbers seek to be financially independent, retired early: and its coming here

How open banking and robo advice are changing our relationship with money

Changes to regulations and advances in technology are changing the banking industry as we move

US advisor pioneers ‘Netflix pricing’ for financial advice targeting millennials

Schwab serves up financial planning and hybrid-advice with monthly fee

Need for financial education never greater as marketers seek to engage Millennials in savings and investment

Under considerable financial duress, Millennials say lack of knowledge prevents them form investing

Halal, is it me you’re looking for? Sharia-compliant robo advisor launches

Wahed Invest allows followers of Sharia law to invest in line with their beliefs - at a price

HSBC offers its customers robo advice with My Investment

Latest bank to offer automated investment service targets 2.9 m customers

Millennials looking for ethical investment turn to robo advisor

Young investors adhere to their principles and are prepared to pay a little more for socially

DIY Investing platforms set to attract £100bn over next five years

More and more people taking personal control on the way to financial independence

How US firms are using artificial intelligence (AI) to manage clients’ money

AI provides an efficient method of communicating with clients and can learn from their behaviour

Free unlimited advice for retirement planning as robo advisor launches new SIPP product

Wealthsimple is the latest disruptor to offer a pension savings vehicle

Robo advisors on the march and genuinely democratising investment

Survey shows increase in customer numbers and assets as those new to investing choose digital

‘Alexa buy FTSE’: is Amazon primed to deliver wealth management?

Giant etailer set to deliver a game changer in the economics of robo advice

FCA report tells robo advisors they have to improve

Damning report criticises platforms for poor suitability checks and lack of fee transparency

Personalised investment management – three unstoppable forces & Object-Oriented Investing

Three powerful forces are re-shaping investment and wealth management and AI is allowing more

Why microinvesting has the potential to transform the wealth management industry

With robo advice targeting cash strapped millennials, microinvesting seeks to change behaviour

Active vs. passive – who or what should make your investment decisions?

In the world of investing, the debate between active and passive rages on like no other, but which

Millennials embrace robo advice as they take control of their financial future

Early adopters were more mature, wealthier investors; now tech savvy millennials are joining in

Banks reaching out to millennials with robo advice

Banks turn to fintech solutions as they seek to establish lifelong client relationships

Robo advisor offers tax-loss harvesting to ordinary investors

ETFmatic is the first to offer advice based upon an individual's tax preferences

‘Resetters’ taking more control of their lives on the road to financial independence

Study reveals an unprecedented number of people making fundamental changes to their lives

Is robo advice about to go mainstream?

Nutmeg doubles its customer numbers to 48,000 and £1bn AUM

Robo advice: plugging the advice gap

FCA investigates robo advice and assesses suitability for those exercising pension freedoms

Taking robo advice from 100,000 clients to 10 million

Dan Tammas-Hastings reports on the Robo Advice and Innovation Conference

Robo advice for smaller pension savers

Those less comfortable making investment decisions may choose an automated solution

WealthTech: how technology is transforming wealth management

WealthTech companies need to lead the way in user experience and customer acquisition

‘Retirement advice for the masses’ Wealth Wizards brings robo advice to pensions

new planning tool aims to make financial advice accessible and affordable to all

FCA Backs Robo-advisers to Plug the Advice Gap

Firms offering guidance to be included in regulatory 'sandbox' to encourage development

Robo-advisers on the rise across Europe

Now 64 firms offer digital wealth management and six manage more than £100m

Robo-advisers Target Pensions

Having launched with investment and ISA accounts, robo-advisers are now partnering to offer SIPPs

The Democratisation of Wealth Management in the age of Populism

How Robo-advice provides access to capital markets and delivers a level playing field for inclusive

‘All Roads are Leading to Retail’: Quantum Leap Forward for Digital Investment Management

All the latest from Robo-investing Europe 2017

Micro-investing apps and Robo-advisers Give Millennials the Savings and Investment Habit

Student debt, squeezed wages and housing costs make it tough, but the next gen are saving and

Wealth Managers Embrace Robo-advice as an Incubator Service

Another of the big guns turns to automated advice as Brewin Portfolio Services Launches

Financial Advisers Join Fintech Revolution

advisers are now eagerly embracing fintech to improve operational efficiency and deliver a more

UBS Joins the Robo-advice Party with SmartWealth

Banking 'Big Beast' launches new platform in £1b drive to attract younger clients

Robo-advisers Stake Their Claim as Active Meets Passive at Money Farm

Land grab as robos find their niche - platforms vary in terms of sophistication and target

‘Monster’ Robo-advice Tool Unleashed

What's that coming over the hill? Looks like an automated pension advice platform.

Fintech Boom: RiskSave hits Target in Just Four Days

disruptive technologies set to fundamentally change our relationship with banks, asset managers and

Robo-advice Boost to ETFs

ETF industry to be transformed by the proliferation of digital investment managers or robo-advisers

Boxing Clever – App Introduces Millennials to Savings and Investment

Moneybox launches smartphone app to allow users to invest 'change'

New Robo-adviser Munnypot ‘Like Nothing Else on the Market’

WhatsApp-style Adviser Seeks to Address 'Sky-High-Fees'

Scalable Capital Opens for Business

Risk based platform brings digital investment management to the UK

Welcome to the Machine

Robo-advice is 'Democratising Wealth Management' says Scalable Capital's Adam French

WHO IS ROBO-ADVICE AIMED AT?

The technology is on its way but will early adopters be Millennials or existing investors?

The Rise of the Robots – ‘no Threat to Advisers’

Will robo-advice spell the end for traditional advisers, or a new beginning?

One Small Step – or is Robo-Advice a Paradigm Shift?

Unquestionably disruptive, have robo-advisers torn up the asset management rule book and delivered

Are Banks and Investment Houses Facing Extinction?

As the world economy edges towards low inflation and low growth, Mark Pearson looks at the forces

Survey Suggests Robo may Only Partially Address the Advice Gap

Post RDR millions have no access to financial advice, but however necessary, the solution may be

Robo-advice: the Future of Mass Market Savings and Investment?

As FCA lends support to automated advice platforms, robo-advice ready for take off in the UK

FCA Supports ‘Incubator’ for Robo-Advice

Specialist advice unit to encourage development of automated advice platforms

Cutting the Cost of Advice

FCA seeks to encourage universal access to affordable financial advice