Robo-advice News Wrap: What do rich families want?

By David Tuckwell on 16th June 2017

Robo-Advice

A roundup of daily robo-advice news

Robo-advice News Wrap: What do rich families want?

Robo-advice news from around the world, summarised daily.

Rich families whose assets form the heart of wealth management are on the fence with robo-advice. Some, especially the young, want better digital and online services and are open to robo. Many, especially the older generations who control the purse strings, want a personal relationship manager.

But everyone likes a bargain.

Read more at the Financial Times. 

Australia’s Macquarie Bank is restructuring its robo service following the death of its chief investment officer. Robo will now be integrated into the wealth management platform rather than being offered as a separate service.

Read more at International Adviser.

Comments

AltFi Toronto Summit 2019

AltFi is coming back to Toronto following on from a highly successful event last year. We'll again be bringing a high profile international showcase of speakers from the leading fintech and alternative finance leaders.

9th October 2019