Robo-advice commentary

Jan


2018

Robo advisor offers tax-loss harvesting to ordinary investors

ETFmatic is the first to offer advice based upon an individual's tax preferences

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Nov


2017

‘Resetters’ taking more control of their lives on the road to financial independence

Study reveals an unprecedented number of people making fundamental changes to their lives

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Nov


2017

Is robo advice about to go mainstream?

Nutmeg doubles its customer numbers to 48,000 and £1bn AUM

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Nov


2017

Robo advice: plugging the advice gap

FCA investigates robo advice and assesses suitability for those exercising pension freedoms

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Nov


2017

Taking robo advice from 100,000 clients to 10 million

Dan Tammas-Hastings reports on the Robo Advice and Innovation Conference

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Sep


2017

Robo advice for smaller pension savers

Those less comfortable making investment decisions may choose an automated solution

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Aug


2017

WealthTech: how technology is transforming wealth management

WealthTech companies need to lead the way in user experience and customer acquisition

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May


2017

‘Retirement advice for the masses’ Wealth Wizards brings robo advice to pensions

new planning tool aims to make financial advice accessible and affordable to all

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Apr


2017

FCA Backs Robo-advisers to Plug the Advice Gap

Firms offering guidance to be included in regulatory 'sandbox' to encourage development

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