11/20/2018

Moneyfarm buys German robo-adviser

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

11/19/2018

Nucleus signs new deal with platform tech firm

Nucleus chief technology officer Andrew Smith says: “This new arrangement is of vital importance to the ongoing process and pace of development at Nucleus as we prepare the business for significant scale in our second decade of business.

11/14/2018

Fusion Wealth extends SEI agreement

Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.

11/14/2018

Dolfin makes waves in bionic wealth

Founded in 2013 and rebranded just two years ago, USD1.7 billion digital wealth manager Dolfin has been making a series of key hires.

11/13/2018

Robo-advisers rated

Digital Wealth Insights found that Tiller excels in several areas and applauded the fact that their system enabled customers to create tailored risk-graded portfolios using life goals-based financial planning.

11/08/2018

What Alexa really means for wealth management

Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.

11/08/2018

Can Nutmeg conquer advice?

Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.

11/07/2018

Robo-adviser posts £2.3m loss

The robo-adviser, which operates in Canada, the USA and the UK, now manages more than £2bn globally and has 100,000 clients but has not broken down how much of this comes from the UK.