| | The art of balancing tech with the personal touch
Interviews this week bring you two different takes on managing the small to medium sized adviser business with Wealthinity offering a support service that fits in with an adviser’s existing infrastructure. Taras Rybak, one of the Founders of Wealthinity, says: “Digitalisation is not just about process automation. It is really about the democratisation of the industry.”
Meanwhile, technology provider Wealth Wizards reminds us that most advisers want to spend more time with their clients. Digital is not the answer, Wealth Wizards’ Nick Hall tells Philippa Aylmer, but it does give choices to the investor.
Beverly Chandler
Managing Editor, Wealth Adviser
Companies in this issue
AgioFunds
BlackRock
Lyxor
Pacific Global
Wealthinity
Wealth Wizards
| | ADVERTISEMENT | | | | | | Advisers want to spend more time with their clients says Wealth Wizards | | Thu | 28 Nov 2019, 09:21 | | Digital is not the future of financial advice, but it gives customers the choice to engage the way they want to. So says Nick Hall, account development director, Wealth Wizards, a financial advice technology provider that also offers guidance and regulated financial advice through its Turo product. |
| | | | Wealthinity offers democratisation for smaller wealth managers | | Mon | 25 Nov 2019, 14:41 | | A new spinoff from institutional asset management firm Fusion Asset Management, Wealthinity, is aimed at small to medium-size private banks and wealth management firms offering access to a range of pre-built, high-performing investment portfolios through a web-based portfolio construction tool. |
| | | | | | | | Investor confidence in P2P lending is growing in Europe | | Wed | 27 Nov 2019, 10:18 | | According to a new survey by Robo.cash, 64.9 per cent of the European P2P investors have full confidence in P2P lending. Remarkably, 52.3 per cent of respondents mentioned that P2P loans take a considerable share of their investment portfolio – over 25 per cent. |
| | | | Shorting equity factors doesn’t add value, says Robeco research | | Wed | 27 Nov 2019, 10:17 | | A common perception amongst academics and investors is that factor premiums, like Momentum, Value and Low-risk, exists in equity markets and should be best harvested via both long and short positions. But a team of three quant researchers and portfolio managers at Robeco have critically assessed the added value of shorts positions to harvest equity factors, and contrary to general market consensus, have found that there are none. |
| | | | ADVERTISEMENT | | | | | | Global ETF launches 21-28.11.19 | | Thu | 28 Nov 2019, 12:03 | | This week’s ETF launches include two new income-focused funds from Pacific Global ETFs which are designed to complement the firm’s flagship offering, the Pacific Global US Equity Income ETF. Elsewhere, BlackRock launched a new iShares ETF on Xetra offering access to the performance of fixed and floating rate US dollar-denominated government or quasi-government emerging market bonds. Also new on Xetra this week is a Japanese equities ETF from Lyxor, while AgioFunds TFI debuted a new fund based on the WIG20shiort index on the Warsaw Stock Exchange… |
| | | | | | | | | | | For Old Blue Eyes, these are his ‘kind of ETFs’ While many commentators still think Passive Investing, is indeed just that, nothing could be further from the truth. To see why, consider the observation that the current churn rate of the S&P 500 is at around 5 per cent per year, which suggests that 50 per cent or more of the companies in the index will be replaced over the next 10 years. |
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