Finance forum: Robo advisors 6 articles - 562 readings


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.


An important advantage of robo-advisors

Posted on 20.05.2022

Research conducted by 'finews.com' magazine shows that the demand for automated advice, the so-called 'robo-advisors', has increased since the market crisis that began with the outbreak of the pandemic. Robo-advisors, after all, have an advantage over what a DIY investor/saver could do independently. Let us see what advantage this is. The advantage of robo-advisors (but also of professional advice) Explaining the advantage of robo-advisors is the head of the Swiss digital asset ...

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Savers' growing interest in robo-advisors

Posted on 11.05.2022

Digitisation is increasing savers' familiarity with digital channels related to investments, ranging from classic online banking to (much riskier) social trading platforms. When digitalisation meets automation and artificial intelligence, a frequent theme in investment and financial advice concerns robo-advisors. However, this form of automated investment advice is increasingly finding favour with investors, as a survey from Germany shows. Digitisation increases interest in robo-advisors T ...

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Robo-advisor: why choose it?

Posted on 09.02.2022

Euclidea, an investment services company based in Milan, has published a fact sheet on robo-advisors. It is worthwhile to take up some considerations reported here as well. What are robo-advisors and what advantages do they offer? Robo-advisors are automated financial advisory programmes. Their use is quite simple. They consist of forms to be filled in, with a series of details to be entered, including the following: the capital to be invested, the time horizon of the investment and the degree ...

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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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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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24.06.2022 posted by WisdomTree

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