Search Results for: robo-advisers
SEC Staff Issues Guidance Update and Investor Bulletin on Robo-Advisers
February 25th, 2017
The Securities and Exchange Commission today published information and guidance for investors and the financial services industry on the fast-growing use of robo-advisers, which are registered investment advisers that use computer algorithms to provide investment advisory services online with ...
First-time investors urged to turn to inexpensive ‘robo-advisers’
April 28th, 2016
It appears not many people are into investment in Japan. As of last December, only about 16 percent of Japan’s ¥1.7 quadrillion in personal financial assets was held in stocks, investment trusts or bonds. This is partly due to ...
For robo-advisers, the next bear market will be a big test
April 25th, 2016
Robo-advisers might have more reasons to be worried about the next bear market than investors do. Low fees and an investing-on-autopilot approach have attracted about $50 billion in assets to the broad universe of robo-advisers, according to researcher Aite ...
Majority of robo-advisers likely to ‘fall by the wayside’
March 7th, 2016
As the big financial services firms continue to move into robo-advice, it will become obvious that most start-ups in the sector are simply not viable, says Grail Partners. Speaking to Fintech Business, US-based Grail Partners managing partner and ARK Invest ...
The rich already use robo-advisers, and that scares banks
February 8th, 2016
Morgan Stanley, Wells Fargo, BofA planning automated services Banks are watching wealthy clients flirt with robo-advisers, and that’s one reason the lenders are racing to release their own versions of the automated investing technology this year, according to a ...
What robo-advisers do right
January 28th, 2016
Retail robos have a lot to offer investors, but are they really as good as they seem? Robo-advisers are everywhere — on television, in consumer media and professional publications. What is really under the hood? What do these services ...
Which robo-advisers got off to the fastest start in 2016?
January 18th, 2016
These online automated investment platforms gained the most assets in January Almost all robo-advisers have grown in some shape or form between the start of last year and this year. Some of the well-known online automated investment platforms that ...
Market volatility fails to dent investors’ attraction to robo-advisers
October 9th, 2015
Automated investment sites enjoyed a 57% jump in assets under management from December 2014 through July 2015 The summertime spike in market volatility failed to dent investors’ willingness to invest — or invest more of — their assets with ...
Spanish banking group Santander to build digital bank in the UK
May 16th, 2018
Spanish banking group Santander said it is building a standalone digital bank in the UK in a move aimed at boosting its online presence. This comes amid intense competition in the market with the rise of digital investment advice ...
Robo-advice has been increasingly adopted; FMA seeks feedback on robo-advice exemption
June 21st, 2017
The Financial Market Authority (FMA) of New Zealand has released today an announcement to get feedback on robo-advice exemption. According the announcement issued, the FMA is seeking feedback on its proposals to allow entities to provide personalised financial advice ...
