Everything you need to know about robo-advisers

What exactly do online advisers do?

They build portfolios based on a client’s risk tolerance, goals and personal profile, and they rebalance periodically so the target mix of stocks and bonds is maintained. Some robos offer light financial planning, but the main attraction is having your portfolio run for you at a low fee.

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How FinTech is shaping asset & wealth management

Incumbent asset and wealth managers and emerging FinTech players need to work together to “win” in this new paradigm. In order to do this, traditional players have to be more open towards engaging with the new entrants.

 

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