#roboadvice search results
Agree with this opinion: "Advisers will have to differentiate themselves from robo solutions to attract next-gen clients". #roboadvice #roboadvisor
Blogpost: "Reasons to opt for a robo adviser instead of depending on AI models only" blog.quietgrowth.com.au/reasons-to-opt… #roboadviser #roboadvisor #roboadvice #AI #LLM #investing
Duke University Pratt School of Engineering has been teaching a full-fledged 'Robo advising: The Future of Investing?' course for its students. @DukeU #roboadvisor #roboadvice
Mehr Klarheit und Wahrheit, bitte! -bit.ly/3XJscZk #RoboAdvice #RoboAdvisor #Strategie #Trend #Vermögensverwaltung
#ExecutionOnly|#RoboAdvice vs. #CommissionBasedAdvice The #EuropeanCommission seems to concentrate on the digital beacon 🗼instead of the dinosaur 🦖 when it comes to the scheduled ban on inducements according to Art. 24a (2) of a scheduled #MiFID rev. alongside the #RIS (p. 42)
QuietGrowth is the sole independent MDA robo adviser in Australia. #roboadviser #roboadvisor #roboadvice
Robo advice AUM (both B2C & B2B2C) is estimated to have reached $1 trillion in the US. A good milestone given that total US advice industry size is ~$50 trillion. I expect a steady growth in the coming years. #roboadvisor #roboadviser #roboadvice @barronsonline @AndrewWelsch
A money app has declared an ambitious service. One firm doing the specialized work of many firms -- financial planning, budgeting, tax filing, investing, estate planning. Let's see how this turns out in coming years. @useorigin #roboadvisor #roboadvice #pfm #MoneyApp
Der Bank Blog: Mehr Klarheit und Wahrheit, bitte! -bit.ly/3XJscZk #RoboAdvice #RoboAdvisor #Strategie #Trend #Vermögensverwaltung
Discover how @stockspotcomau leverages #ETFs to deliver high-performing and inflation-protected portfolios for Australian investors. Join Chris Brycki, founder and CEO of Stockspot, to see how we're shaping the future of robo-advice. #RoboAdvice youtube.com/watch?v=IauWnV…
AI therapist suggestion: ‘Have you tried turning your feelings off and on again?’ 🧠🔄 #RoboAdvice #DigitalMentalHealth
Revolutionizing Wealth Management with Robo Advice! 🌟📊 #RoboAdvice #DigitalWealth #InnovationInFinance
It's funny why some firms churn out inane articles on robo advisor rankings on a MONTHLY basis! All for click-bait and SEO reasons! How can these "rankings" change every month? 😆🤡 #roboadvisor #roboadviser #roboadvice
#FinancialPlanning #Fintech #RoboAdvice #AIinFinance #MomentumSA #BlueChipDigital #WealthManagement #FinancialInclusion #HybridAdvice #FutureOfFinance
🖥️How do you see AI shaping the future of financial advice? 🔍 #AI #FinancialAdvice #RoboAdvice #TechInFinance #ClientEngagement #DataSecurity
Cross-border robo-advisory services can offer automated portfolio allocation, rebalancing, tax‐loss harvesting and ESG overlays for Caribbean investors via unified platforms efficiently. #RoboAdvice #Digital
Like many across the industry, the news of Six Park's demise was a surprise to the Finura team. Peter Worn recently spoke to FSAdvice about where the problem lies in the Australian market and his hope for the future 👉🏻 fsadvice.com.au/blogs/in-limbo… #FinuraGroup #Fintech #roboadvice
Blog post: "An introduction to bond ratings" blog.quietgrowth.com.au/an-introductio… #roboadviser #roboadvisor #roboadvice #bond
Blog post: "Introduction to bond maturity period" blog.quietgrowth.com.au/introduction-t… #roboadviser #roboadvisor #roboadvice #bond
Blogpost: "Reasons to opt for a robo adviser instead of depending on AI models only" blog.quietgrowth.com.au/reasons-to-opt… #roboadviser #roboadvisor #roboadvice #AI #LLM #investing
Cross-border robo-advisory services can offer automated portfolio allocation, rebalancing, tax‐loss harvesting and ESG overlays for Caribbean investors via unified platforms efficiently. #RoboAdvice #Digital
#FinancialPlanning #Fintech #RoboAdvice #AIinFinance #MomentumSA #BlueChipDigital #WealthManagement #FinancialInclusion #HybridAdvice #FutureOfFinance
Thank you for the ‘Most Loved Robo Advisor’ and ‘Most Recommended Robo Advisor’ awards at the Finder 2025 Customer Satisfaction Awards programme. Link to Award webpage: finder.com.au/finder-awards/… @findercomau #roboadvice #roboadvisor #roboadviser #wealthtech #fintech
ResearchAndMarkets says "Robo-advice accounts for 13.4% of the Australian HNW portfolio and has strong current demand." Good! researchandmarkets.com/reports/608675… @researchmarkets @QuietGrowth #roboadvisor #roboadvice #roboadviser #digitaladvice #wealthtech
researchandmarkets.com
Australia Wealth Management: HNW Investors 2025
This report features 8 companies, including Leeuwin Wealth, Stockspot, Westpac Private Bank, DPM Financial Services, UBS Wealth Management, NAB, QuietGrowth, BetaShares Direct
"The Little Book of Robo Investing" by Elizabeth MacBride @editoremacb and Qian Liu @qianliu1122 A book on robo advice written by those who have worked in the robo advisory industry. Book: amazon.com.au/Little-Book-Ro… #roboadvisor #roboadviser #roboadvice #digitaladvice
Our Manager of Investment Research, David Goldstone, recently weighed in with his insights in @RIABiz's coverage of @RobinhoodApp's latest RIA initiative. Read the whole piece here: riabiz.com/a/2025/4/22/ro… #WealthManagement #RoboAdvice #Fintech
AI therapist suggestion: ‘Have you tried turning your feelings off and on again?’ 🧠🔄 #RoboAdvice #DigitalMentalHealth
Duke University Pratt School of Engineering has been teaching a full-fledged 'Robo advising: The Future of Investing?' course for its students. @DukeU #roboadvisor #roboadvice
Congrats to WealthNavi @WealthNavi for the acquisition offer from MUFG for ~$664M. Cool journey while amassing ~$9B AUM (direct+partners). After Nutmeg in UK ($972M; 2021), this will be the 2nd biggest acquisition of a robo advisor outside US. 1/n #roboadvice #roboadvisor
Despite a recent slowdown in growth, the #RoboAdvice industry, along with micro-investing apps, still manages a significant $1.8 trillion in assets. Learn more about the future of financial advice at - bit.ly/3ViEB8J. #DigitalTransformation #CustomerExperience
Discover how @stockspotcomau leverages #ETFs to deliver high-performing and inflation-protected portfolios for Australian investors. Join Chris Brycki, founder and CEO of Stockspot, to see how we're shaping the future of robo-advice. #RoboAdvice youtube.com/watch?v=IauWnV…
Agree with this opinion: "Advisers will have to differentiate themselves from robo solutions to attract next-gen clients". #roboadvice #roboadvisor
Blogpost: "Reasons to opt for a robo adviser instead of depending on AI models only" blog.quietgrowth.com.au/reasons-to-opt… #roboadviser #roboadvisor #roboadvice #AI #LLM #investing
Agree with this opinion: "Advisers will have to differentiate themselves from robo solutions to attract next-gen clients". #roboadvice #roboadvisor
Compared to Net Promoter Score of Human-only and Hybrid formats, the NPS of Digital-only format of financial advice delivery is NOT trivial. An excellent outcome! The future of Digital-only format of robo advice is bright. #digitaladvice #roboadvice #roboadvisor #wealthtech
Discover how @stockspotcomau leverages #ETFs to deliver high-performing and inflation-protected portfolios for Australian investors. Join Chris Brycki, founder and CEO of Stockspot, to see how we're shaping the future of robo-advice. #RoboAdvice youtube.com/watch?v=IauWnV…
Mehr Klarheit und Wahrheit, bitte! -bit.ly/3XJscZk #RoboAdvice #RoboAdvisor #Strategie #Trend #Vermögensverwaltung
Duke University Pratt School of Engineering has been teaching a full-fledged 'Robo advising: The Future of Investing?' course for its students. @DukeU #roboadvisor #roboadvice
PwC estimates that the AUM of robo advisors in 2022 is $2.5 trillion! I believe think this is a much higher AUM than what it actual is. It will be great if @PwC gives a high-level breakup of this $2.5T. #roboadvisor #wealthtech #roboadvice
Der Bank Blog: Mehr Klarheit und Wahrheit, bitte! -bit.ly/3XJscZk #RoboAdvice #RoboAdvisor #Strategie #Trend #Vermögensverwaltung
Robo advice AUM (both B2C & B2B2C) is estimated to have reached $1 trillion in the US. A good milestone given that total US advice industry size is ~$50 trillion. I expect a steady growth in the coming years. #roboadvisor #roboadviser #roboadvice @barronsonline @AndrewWelsch
A money app has declared an ambitious service. One firm doing the specialized work of many firms -- financial planning, budgeting, tax filing, investing, estate planning. Let's see how this turns out in coming years. @useorigin #roboadvisor #roboadvice #pfm #MoneyApp
Der Bank Blog: Mehr Klarheit und Wahrheit, bitte! -bit.ly/3XJscZk #RoboAdvice #RoboAdvisor #Strategie #Trend #Vermögensverwaltung
A refreshingly honest writeup by the co-founder and CEO of the well-funded, B2B US robo advisor Vise. Not many admit to missteps while still at the helm. Signals the firm continues the robo advice innovation. #roboadvisor #roboadviser #roboadvice @samir_vasavada @RunikM @viseinc
Revolutionizing Wealth Management with Robo Advice! 🌟📊 #RoboAdvice #DigitalWealth #InnovationInFinance
QuietGrowth is the sole independent MDA robo adviser in Australia. #roboadviser #roboadvisor #roboadvice
It appears JP Morgan has an ambitious fintech gameplan in multiple markets. The acquisition of the robo advisor Nutmeg @thenutmegteam fits snugly in this strategy. Let's see who will try to catch up with JPM. #roboadvice #roboadvisor #roboadviser #wealthtech #fintech
#ExecutionOnly|#RoboAdvice vs. #CommissionBasedAdvice The #EuropeanCommission seems to concentrate on the digital beacon 🗼instead of the dinosaur 🦖 when it comes to the scheduled ban on inducements according to Art. 24a (2) of a scheduled #MiFID rev. alongside the #RIS (p. 42)
It's funny why some firms churn out inane articles on robo advisor rankings on a MONTHLY basis! All for click-bait and SEO reasons! How can these "rankings" change every month? 😆🤡 #roboadvisor #roboadviser #roboadvice
Great analysis from H Adam Holt @AssetMapLLC of human vs #RoboAdvice, love the slide Adam but we need to discuss I can see how #AutomatedAdvice will deliver many of the attributes over Robo #Shift23
Looking back, it feels good that @QuietGrowth robo advisor Android app was released just 2 years after the pioneer @Betterment robo advice Android app was released. QuietGrowth was the first robo advisor in Australia to launch a mobile app. #roboadvice #roboadviser #wealthtech
Using AI in portfolio construction to beat the market is not successful "yet". Good article. We at @QuietGrowth don't use AI for portfolio construction. We use AI to analyse data to give better financial advice. @GZuckerman @WSJ #roboadvice #investmentmanagement #roboadvisor
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