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Common Robo-Advisor Features

COMMON ROBO-ADVISOR FEATURES: Portfolio management Allocate funds to risky & risk-free securities in line with investors’ preferences Monitor economic conditions Re-balance portfolio by adjusting the weights of risky & risk-free securities. Automated Tax-loss harvesting Selling securities at loss for saving on capital gains tax, avoiding taxes on that income. In parallel, investing in similar securities, […]

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Bond Robo-Advisor vs Financial Advisor?

Good about Robo Advisors  Easy entry into the investment world  Lower fees & lower learning curve You hold the pace, in control More time to care other matters  Independent, no conflict of interests or gamble away your money No plot to charge high fee Good About Human Financial Advisor Real Advisors mediates money issues among […]

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Fintech in APAC attracted USD 11.6 billion in 2020

Fintech investment falls to six-year low in Asia-Pacific region Corporate accelerates digital transformation in the face of COVID-19 Payments space proves most resilient with M&A /IPO deals e.g. eNettwas, Judo Bank, Toss, Razorpay Early-stage Fintech struggles, focuses on conserving cash To outlast the pandemic, investment shift from Southeast Asia into established markets Interest in IPO […]

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FinTech Cases

HKEX leverages AI for Annual Report Compliance

“the Exchange is exploring the use of artificial intelligence to assist our review of issuers’ annual reports. At this initial stage we have applied AI to identify issuers’ disclosure for some selected disclosure Rules. We will continue this initiative with a long term view to promote completeness in disclosure in annual reports, and more generally, […]

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