Tag: Robo-advisors

The financial domain is on the brink of a transformative era, driven by the digital-first mindset of Millennials and Gen Z. These generations are not just reshaping the investment landscape with their tech-savviness and social awareness, but they're also the catalysts for the dynamic evolution of WealthTech. This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.

ThoughtLab conducted a comprehensive survey in September / October 2023 of 250 investment providers. These include broker-dealer/wire-houses, private banks, online trading platforms, wealth management...

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?

Financial institutions are not as nimble as FinTechs, but that doesn’t mean they cannot offer their own digital services. The answer is integrating technology stacks designed by specialised companies, that enables the financial institution to easily implement a range of digital investing propositions.

Robo-advisers have been a major point of discussion in recent years. However, Embark Group CEO Phil Smith believes we’re not even out of the “stone age” of them yet.

Kasisto, a digital experience platform for the financial services space, has netted $15m in its Series B extension round.

In a crowded robo-advisor marketplace, having different models or pricing is not a differentiator, it’s how you interact with customers that will aid success, according to SenaHill partner Kyle Zasky.

A pension dashboard would help robo advisors to improve the obstacle course of retirement planning, according to EValue chief development director Andrew Storey in a research interview with FinTech Global.

A lot of the current robo advisor offerings don’t actually give advice and instead provide consumers with guidance, according to Santander UK head of compliance Joel Viney in a research interview with FinTech Global.

Magnum Research’s robo-advisor platform AQUMON has closed its Series A ++ round of funding.