ROBO WEALTH ADVISERS
Bridging the gap between retail investors and wealth managers is the future
Wealth management still belongs to human intelligence and emotional withstanding, and the ground reality still reflects this, despite the rise of robo-advisory algorithms. However, technology can develop to aid wealth managers, such as the use of aggregator platforms for wealth managers, SaaS platforms with complete open stack and open API keys for execution activities across multiple asset classes, and seamless omnichannel experiences
UBS weighs elevating Iqbal Khan to head wealth managment
Tom Naratil, who co-leads the private banking business with Khan, may keep his regional role as the head of UBS's business in the Americas, people with knowledge of the deliberations said. No final decisions have been made and the plans could still change, they said.
HNIs want to move into a more holistic solution approach: Anand Rathi
“In the last 5-7 years, HNIs have largely gravitated towards financial assets a lot more, especially equities. I do not think that trend will change in 2022.”
Why robo advisers may not be for everyone
Roboadvisers offer no advice. They might have blogs on their websites, but they deliberately steer clear of giving specific recommendations to clients.
How one can avoid emotional spending
The best way to avoid making poor emotional money decisions would be to sleep over it—wait a day. When you find yourself considering a significant purchase, investment, or other financial expenditures, first list out the pros and cons – including emotional comments.
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A new Sebi rule is creating a snag for Robo Wealth Advisers
With the Securities and Exchange Board of India (Sebi) insisting on a physical agreement between financial advisors and investors, a move that will increase the costs of acquiring clients, these new-age firms providing algorithm-driven investment advice — known as robo advisory — are revisiting the viability of such platforms in their current form.
Become financially successful and secure by adopting these 8 money habits
Find out how to imbibe these financial habits and secure your future. Also find out what you should know before you entrust your money to a financial planner. Finally, find out if a robo-adviser suits you and can help you in financial planning.
7 different sources of financial advice: Which ones can help you?
Get rid of unwanted financial advice from people who only have a farsighted perspective of your plans. Here are 7 credible sources of financial advice.
4 critical steps to save more and grow your wealth
To build wealth, investors need to heed a number of nudges, though the desired outcome will lie in their ability to walk that final mile.
These are the countries minting most of the millionaires in the world
By 2025 assets held by high-net-worth investors are likely to exceed $100 trillion.
Do proposed SEBI rules for advisers & distributors favour investors?
The draft has fundamental structural issues that cannot be reconciled unless the role of distribution of mutual funds is understood & appreciated.
Your personality impacts how your money grows
ET Wealth looks at the traits of each personality type to understand how investors behave in the market and how that behaviour impacts their money.
We want to buy growth, not recovery: Karan Bhagat, IIFL Wealth & Asset Management
Today most of our portfolios are tilted towards quality as opposed to growth orientation.
Robo advisers can help you invest better: View
Robo advisers are not biased while human advisers can hardly give dispassionate advice, given they earn hidden commissions.
Do you need Rs 1 crore health cover?
If there is a family history of critical diseases, then one should also buy adequate critical illness cover at an early age.
Globally, investors make the same human mistakes: Carl Richards, author, New York Times
From comparing financial attitudes between Indian and American investors to listing common behavioural mistakes, Carl Richards covers many topics.
Small investors need more help in decision making: Abhishake Mathur, ICICI Securities
“Long-term investors would continue to invest, even in a weak environment,” Abhishake Mathur Head-Investment Advisory, ICICI Securities
How those with money idling in savings accounts can get out of investment inertia
Many high networth individuals allow their wealth to stagnate in bank accounts because they are afraid of making a wrong investment choice.
Advisers shouldn't focus only on selling: Glen Baptist, Pramerica International Investments
“A financial adviser is necessary because we get so involved in our daily lives that we can’t pay attention to our investments.”
How to manage with a low retirement corpus
A second career, moving cities and reverse mortgage can all help make your savings last.
Robo advisers are one of the major threats to the industry: Morgan Stanley
Time to be cautious? A recent survey found more than 50% of both Generation X and Millennials said they would be open to using robo advice
Can you be a Do-It-Yourself investor?
Managing your money may seem easy but not everyone has the necessary skills. Find out if you can be a DIY investor.
How much financial advice do you need?
Your need for advice will depend on your financial circumstances and knowledge levels. ET Wealth tells you how much advice you need and where to look for it.
Wealth is the driving factor but values can't be compromised: Raamdeo Agrawal, MOFSL
Motilal Oswal, Chairman & MD, MOFSL, believes even as the age of robo advisory dawns, HNIs will always look for quality advice.
Robots in investing: AdviseSure wants to disrupt the financial advisory market
As a financial planning firm, AdviseSure simply uses the efficiency of a machine and the understanding of a human to come up with the best investment decision.
Expertspeak: Robo advisory is the way forward
Both developed and developing markets are experiencing robo advisory, which is cost effective, transparent and unbiased.
Smart things to know about Robo advisory services
A robo-adviser is an online wealth management service that provides automated, algorithm-based advice without human intervention.
Robo-advisers are ensuring advice for all
The massive gap in demand and supply of financial advice services in India can be bridged only through the use of technology.
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