Aussie firm buys robo-adviser
Deal is an ‘important step forward’ for the company to implement its retirement advice plans
Deal is an ‘important step forward’ for the company to implement its retirement advice plans
Over 90% said that receiving face-to-face financial advice is ‘important’ to them
It offers clients personalised investment portfolios based on risk profile, financial goals and horizon
In a bid to guide clients through the financial market turbulence brought on by covid-19
Digital German service may be rolled out in Britain
It will generate portfolio recommendations based on the client’s risk profiles and preferences
It will make use of mutual funds managed by a local asset manager
It is also offering ‘new signees 50% off market fees’
Digital advice firms in Hong Kong and Singapore have been reluctant to give many details
A quarter of those seeking to roll out digital tools to market
It has partnered with a number of banks in the region
Firm plans to launch retail wealth management and investment solutions in the region