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.
Category: Passive & Assets
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.
Robo-Advisors 5 – IG, AJ Bell, rPlan and Scalable Capital
Today’s post is our fifth look at robo-advisors and ready-made portfolios. Today we’re going to look at IG, AJ Bell, rPlan and Scalable Capital.
Robo-advisor Roundup – MunnyPot, Nutmeg & Betterment
Today’s post is one of our regular updates on the robo-advisor scene in the UK. We have a new offering – MunnyPot – plus changes from two old-timers – Nutmeg and Betterment.
Risk Tolerance Questionnaire – Scoring and Blending
Today’s post is about building a composite Risk Tolerance Questionnaire from the three publicly available ones that I have found.
