Robo Advisors 15 – Wild Geese, Counting Chickens & Checking the Small Print
Today’s post is about a frustrating day spent investigating opportunities in Robo Advice and Managed Portfolios that proved just too good to be true.
Category: Passive & Assets
Robo Advisors 14 – PensionBee Interview
Today’s post is the transcript of an interview I carried out recently with the Marketing VP of robo-advisor PensionBee.
P2P Lending Aggregators – Orca, Goji and BondMason
Today’s post looks at a trio of P2P Lending Aggregators. We’re going to be discussing Orca, Goji and BondMason.
IF ISA Scale Up – Alt Fi Seminar
Today’s post is about the IF ISA, and in particular about a seminar that Alt Fi held a couple of weeks back.
Robo Advisors 13 – Open Banking
Today’s post is a little off-centre for our Robo Advisors series. We’re going to take a look at the Open Banking initiative, and what it means for FinTech and for investors.
Robo Advisors 12 – PensionBee Revisited
We first looked at PensionBee back in October 2016, but they’ve cut their fees for larger portfolios, so it’s time for another look.
Robo Advisors 11 – Netwealth Interview
Today’s post is the transcript of an interview I carried out recently with the founders of robo-advisor NetWealth.
P2P Lending Review – Another Alternative Investment Report
Today’s post is about another Alternative Investment Report from Intelligent Partnership. This one covers the state of play in P2P lending.
Plain English Global Multi-Asset Fund
Today’s post looks at the launch of a new fund that could be used as the basis of an entire portfolio – it’s the Plain English Global Multi-Asset Fund.
Lang Cat Platform Review 2017 – Are You Being Served?
Today’s post takes a look at a report on investment platforms from a Scottish consultancy – the Lang Cat Platform Review. Does it match what we know already?
Robo Advisors 8 – Barclays, UBS and Brewin Dolphin
Today’s post is our eighth look at robo-advisors and ready-made portfolios. Today we’re going to look at some more traditional wealth managers, to see how they shape up.
Robo-Advisors 7 – evestor, Wealthify, NetWealth and Wealthdunk
Today’s post is our seventh look at robo-advisors and ready-made portfolios. The good news is that it’s a bit more interesting this time.
Robo-Advisors 6 – Vanguard and Comparators
Today’s post is our sixth look at robo-advisors and ready-made portfolios. Today we’re going to look at the new offering from Vanguard, and what it should be compared to.
