Category: Robo Advice

10 Results Shown

Streamlined advice: Key points for Robo Advisers to consider

An ageing population, rising student debt, escalating house prices, not to mention the introduction of pension freedoms, mean that many more people are now faced with making important and irreversible decisions about their finances, in some cases for the very first time in their lives. A growing need, therefore, exists for everyone to be able to access robust and affordable financial advice. But as availability increases so does the importance of regulation. To this end, advisers offering streamlined advice, whether through automated Robo Advice propositions or by traditional face-to-face advice, need to consider the FCA’s finalised guidanc ...


Anyone for tennis in the digital age?

For a start, rackets have morphed from plain wooden implements, in Fred’s day, to innovative graphite instruments incorporating gyroscopes and accelerometers in the handle aimed at tracking a player’s performance. Unlike the tennis outfits allowed at Wimbledon, white tennis balls were replaced by phosphorescent yellow ones in 1986, following re ...

Robo Advice – 5 Key Factors to Success

We have identified 5 factors which we believe are key to the success of any rigorous robo advice solution. 1 – Engaging the consumer Currently, a real need exists to increase consumers’ engagement with their financial life and enable easy access to robust financial advice for all. However, for many consumers, the breadth of choice available ...

How asset managers can utilise Robo Advice

An ageing population, low interest rates and an uncertain economic outlook, not to mention the introduction of pension freedoms, mean that the need for financial advisory services in the UK has never been greater. However, advances in technology are increasingly altering the way in which such financial advice is being delivered to consumers. One su ...

US firm launches Robo Advice not focused on millennials

Although, in recent years, the number of robo advice solutions that have been developed has greatly increased, much of their focus has been primarily on the needs of one group – millennials. These twenty and thirty somethings are technologically minded, want to keep their investment costs down yet, generally, do not have sufficient savings to mak ...

2016 – Robo Advice arrived, EValue went purple and more!

From the sudden death of iconic global popstars such as David Bowie and Prince to Brexit, Donald Trump’s unexpected election win and the rise of national populism, 2016 has seen some notable changes. The financial services industry as a whole and EValue, in particular, have not been immune to such worldwide trends, as 2016 heralded in some big tr ...

The future of Robo Advice

For now, at least, robo advice capabilities in the UK remain fairly rudimentary. Primarily focussing on specific investment issues, most UK robo advice offerings use basic questionnaires to profile consumers and assess their financial needs. Existing investments are largely ignored and no attempt is made to offer rebalancing across the whole of an ...

Robo Advice – Engaging the consumer

Financial planning can often be a very stressful and confusing experience. Exploring and deciphering numerous different investment options and strategies in order to target specific future financial goals is not a process which many people tackle with relish, if at all. Nevertheless, an ageing population, escalating student debt, rising house price ...

EValue partners with Moola to offer new investment platform technology

London, 21 November 2016 – EValue, leading technology provider to the financial services industry, has joined forces with fintech firm, Moola, to create a new investment platform for consumers, it was announced today. The partnership will cut the complexity of investments by pairing EValue’s advanced stochastic forecasting software with Mo ...

Robo Advice – A catalyst for change in the UK

For many, the term robo advice is a misnomer having nothing whatsoever to do with robots and, in some cases, not providing any actual financial advice at all. Nevertheless, robo advice solutions have the potential to help transform the UK’s financial services market not only for the benefit of the industry, as a whole, but for individual retail c ...