Co-founder: robo-advisory firm Scalable Capital
Robo advisors help retail clients invest using technology. Previously, most of these investors were left to their own devices when making important investment decisions. Adam discusses the benefits of robo advisors and explains where they came from and what the future looks like.
Robo advisors help retail clients invest using technology. Previously, most of these investors were left to their own devices when making important investment decisions. Adam discusses the benefits of robo advisors and explains where they came from and what the future looks like.
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13 mins 16 secs
Robo advisors offer retail investors access to technology-enabled discretionary portfolio management and investment advice in a convenient, low-cost, transparent and emotion-free manner tailored to each client’s risk preferences. The industry has grown on the back of a confluence of technology developments, the rise of passive investing, regulatory changes, and the high costs and opaqueness of traditional advice.
Key learning objectives:
Define robo advisors and the origins of robo advice
Identify the reasons for using a robo advisor
Define WealthTech and its future drivers
This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.
This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.
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