Information

KPMG reports growing upper middle-class with a high demand for robo-advisors

“Rapidly growing WealthTech players are either developing advanced wealth management platforms and intuitive advisory solutions for their partnerships with big banks or using their low-cost structure to directly tap the middle-class population. Although currently at a nascent stage within wealth management, payments firms have strong plans to grow in Asia Pacific, using their e-wallets to […]

Continue Reading...

Information

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, […]

Continue Reading...

Information

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 […]

Continue Reading...