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BETTER FINANCE continued its research series into Robo-advice with this seventh annual edition (2022), mapping a sample of platforms that provide online Robo-advisory investing services, by analysing their (automated) advice process in terms of transparency, costs, portfolio composition, suitability and sustainability options and preferences for the client. This edition’s analysis focuses on Robo-advisors’ ability to

Extreme divergences between platforms and investor profiles in terms of asset allocation and expected returns reveal significant deficiencies in the suitability of the algorithms’ investment recommendations. From virtual meetings and parties to shopping and dating online, people have en masse moved countless aspects of their lives into the virtual sphere due to restrictions imposed by

BETTER FINANCE continued its research series into Robo advice with this sixth annual edition, mapping start-up platforms that provide Robo-advisory and investing services, and analysing their user-friendliness, transparency, costs, portfolio composition, the suitability of their recommendations, and sustainability (through mystery shopping). This year the research team selected 18 platforms providing investment advice in 11 countries

BETTER FINANCE publishes the fifth annual edition of its research into Robo Advisors following mystery-shopping covering 13 Europe-based platforms and 4 non-European ones. The Robo Advice sector continues to grow and is well-placed to provide a range of benefits for individual investors, such as considerably lower fees, better accessibility and availability, and more “independent” advice,

Robo-advisors are online platforms that use artificial intelligence or algorithms to process information on clients’ investment preferences, risk tolerance and loss-absorption capacity, to determine an investor profile and make a personalised and often product-specific investment recommendation. This research shows the wide range of benefits that come with Robo-advice, such as considerably lower fees, increased accessibility

J.P. Morgan Chase is launching a digital investing service called “You Invest Portfolios”. For an annual fee of 0.35% of assets, or 35 basis points, J.P. Morgan will put users into an investment portfolio made up of the bank’s exchange traded funds, or ETFs. While the fee is in line with its rivals, by waiving

For the fourth year in a row BETTER FINANCE took a closer look at the emerging robo-advisory business from the perspective of individual investors and savers. This year 16 platforms found their way into the study: 11 platforms from EU countries and 5 from North America. In addition, we compared the results obtained from this

For years now BETTER FINANCE has been calling for Capital Markets to be returned to their natural participants: European households and EU Citizens as individual long-term savers and investors. Robo-advice could pave the way for their return, provided the platforms abide by EU investor protection rules and comply with basic requirements such as fair, transparent,

For some years now, robo advisers have been on the rise among private investors and savers. According to a report from Deutsche Bank, automated advisory services in Europe reached 14 billion euros of assets under management last year. That is still modest when compared to the 150 billion dollars managed by American robo consultants and

For the third year in a row BETTER FINANCE took a closer look at the emerging Robo Advisory business from the perspective of individual investors and savers. Considering that new players are continuously joining the fray, this report focuses solely on selected platforms that set up shop over the last ten years in Europe and

The purchase of the Robo-adviser FutureAdvisor by BlackRock in 2015 (the world’s largest asset manager) shows the increasing interest from ETF providers for automated online investment services for financial advice.  A study published by BI Intelligence revealed that Robo-advice will grow rapidly in the coming years and will control $8tn in assets by 2020. More

True Potential, a financial services and technology organisation, undertook research on the phenomenon of robo advisors and what some hail as the  end of face-to-face advice. They found that amongst those seeking financial advice, 61% of 16,000 consumers surveyed would still choose face-to-face professional advice compared to 32% who would opt for a digital advisory

BETTER FINANCE was quoted in Funds Europe on its research on robot advisers. Indeed the research says that nearly all robot advice providers in Europe were registered as financial advisers but that many were also registered as asset managers or had a contractual relationship with a registered investment company. “Therefore, terms such as ‘robot investing’

The Sustainable Finance Disclosures Regulation (SFDR) started applying in March 2021 and requires financial market participants and financial advisers to disclose at entity and product levels how they integrate sustainability risks and principal adverse impacts in their processes at both entity and product levels. It also introduces additional product disclosures for sustainable financial products making

BETTER FINANCE welcomes the FCA’s proposal on consumer duty. We consider the general duty of care to be at the core of investor protection in securities markets. In fact, in the BETTER FINANCE report on “Sustainable Value for Money”, BETTER FINANCE and the CFA Institute embarked on a project to analyse what industry and consumer

Greening investments is a top priority for the EU, which requires financial advisers to consider the environmental objectives of their clients and beneficiaries. However, energy efficiency (EE) and sustainable energy (SE) investments face a finance gap. The EU-funded LEVEL EEI project makes these EE and SE products more competitive. It conducts behavioural science field experiments

Monika Dutt, director of European passive strategies research at Morningstar said: “We spend so much time talking about ESG in Europe, but the system hinders investor outcomes,” ETFs are seen by many industry observers as an ideal retail product, not only because they typically charge lower fees than their mutual fund counterparts, but also because

“Behavioural finance experts [at Oxford Risk] have found financial advisers can give “remarkably different” advice from each other to the same clients based on factors including sleep or how long since the adviser last ate.” They said that recommendations “were closer to totally random than totally consistent” and were, furthermore, dependent on advisors’ personal characteristics

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