Digital Wealth – State of the Market 2021
Today’s post looks at a recent report from AltFi on the state of the Digital Wealth Market.
Category: RoboAdvice
Digital Wealth – State of the Market 2020
Today’s post looks at a report from AltFi on the state of the Digital Wealth Market.
Good Robot? US Robo-Advisors
Today’s post looks at the portfolio construction methods used by a couple of US Robo Advisors.
Wise Alpha
Today’s post is about Wise Alpha, an investment that doesn’t quite fit into any boxes. It’s a bit like a bond fund, a bit like P2P and a bit like a robo-adviser.
Lang Cat Platform Review 2018 – The Direct Investing Market
Today’s post is an update on a post from a couple of years ago – a report on investment platforms from a Scottish consultancy. It’s the Lang Cat Platform Review 2018.
Robo Advisors 16 – Exo Investing Interview
Today’s post is about robo advisor Exo Investing, and a chat I had with them a few months ago.
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.
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.
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.
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.
