Finance forum: Robo advisors

Financial advisors don’t always have to be present “in flesh and blood”. In fact, so-called robo-advisors, which are automatic investment and savings management systems, also complete financial work, but under human supervision. Your financial goals, even if supervised by software, remain so under traditional financial advice: performance optimisation, asset allocation, risk minimisation, return forecasts, etc.

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Advisers should embrace robo advice to improve their offering

Posted on 06.09.2021

The digital revolution has changed the way clients get advice. Robo advisers are revolutionising how clients receive and access advice. In 2008, robo advisers, Betterment and Wealthfront, emerged as the pioneering platforms to target the digital-savvy customer. By mid-2010, robo advisers were enjoying a boom, and digital wealth managers were advised to embrace robo or risk losing their clients.  Still, the robo revolution suffered a setback in 2019 when high acquisition costs and low fees ...

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MoneyController
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What are the pros and cons of investing through robo-advisors?

Posted on 06.07.2021

As stock markets report decent gains, you might consider making your first investment. Many investors look to robo-advisors as an automatic way to invest. Several providers are starting to offer them, like Wealthify, Nutmeg, and Moneyfarm. Robo-advisors are investment platforms that do the investing for you based on your risk profile. When you sign up, you’re asked a few questions that determine your risk aversion.  If you aren’t a risk-taker, the robo-advisor will invest most ...

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Why financial advisors should embrace robo advisors

Posted on 29.03.2021

Robo advisors are wielding greater influence over the financial advisory business and Destination Retirement’s newest robo advisor is another prime example. The service launched by Destination Retirement intends to help pension providers, corporate advisors, and employee benefits consultants provide better services to their clients. It offers whole-of-the-market annuity advice as well as advice regarding ISAs and other investment accounts. In some cases, the service also offers additional ...

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