Tag: robo-advisory
Former regional PB COO joins StashAway’s board of directors
DBS further democratises PB expertise via robo solution
FIs’ digital teams should prioritise ‘early adopters’, not millennials: FactSet
DBS looks to robo solution to boost recurring revenue
APAC’s wealth managers should “do what they’re good at” to survive technological disruption: Saxo
Retirement income strategies could benefit from robo advice: Quantifeed
Key technology trends in 2018
PBs “miss the point” when pricing tech-enabled advisory services: Synpulse’s Benz
MAS “makes it easier” for robo-advisors with new guidelines
50% of robo-advisors surveyed did not pass ‘portfolio construction maturity’ test
PBs should focus on asset allocation maturity, not committed funding when choosing a robo partner
PBOC asks robo-advisors to disclose algorithm assumptions, asset allocation methodologies
March Regulatory Round-up: SFC, MAS outline fintech requirements
Singapore robo advisor StashAway to expand with new funding
The Final Word: Industry trends
B2b2c the way to go for private banks eyeing robo solutions
Robos may need to report regularly to regs due to suitability requirements
Former Morgan Stanley PWM APAC COO to advise SG-based robo advisor
China to account for half of DBS Private Bank’s North Asia business by 2020
Farringdon AM says a third of revenues will come from ultra-wealthy clients after app rollout
HK investors lag Asian peers when it comes to the use of online financial services
Citi PB’s Bassam Salem: Digital has a role to play in cash management
Another robo advisor catering to HNWIs goes live in Singapore
June Regulatory Round-up: New suitability requirements in HK; AEOI networks expanded; spotlight on fintech
Data protection and liability in focus as banks adopt AI, says law firm
HKMA’s Norman Chan on fintech: “Balance between convenience and investor protection” needed
MAS seeks industry’s input on robo advisory regulations
New robo advisory guidelines will result in “greater choice” for investors, says SFC
Asia’s private banks are finally waking up to the robo revolution
Singaporean robo advisor plans to launch this summer after raising additional S$3 million
Fintech company receives funding for robo offering, targets lower wealth tiers in Asia
SFC’s proposed suitability requirements for online platforms will be “difficult” to meet, says law firm
Synpulse partners with Additiv to develop robo advisory platform
Consultations on the suitability obligations of online platforms coming soon, says SFC’s Alder
Crossbridge Capital rolls out digital onboarding function for robo-advisor
Five tech predictions for private banking in 2017
Private banks, there’s a new robo advisor on the block
10 banks, 10 tech plays for 2016
HNW-focused “bionic” advisor secures first client
MFOs and robo advisors to go head-to-head for region’s wealth, says expert
Citi using HK-based external vendor for automated advice tool
The sense and suitability of robo advice
Asia’s next generation expects to interface with wealth managers via digital channels
Citi gets tech-savvy with launch of automated advice tool
Digital channels "the next stage of distribution", says Cerulli
Digital channels “the next stage of distribution”, says Cerulli
