Practical analysis for investment professionals

Robo-Advisors (Robo-Advisers)


Robo Advice: Are ETFs the Solution?

Much of the financial management industry has concluded that exchange-traded funds (ETFs) are the future of robo advice, says Dan Tammas-Hastings, CFA. That is naive.

2018 Outlook for US Wealth Management: “The Year of the Client”

April Rudin, founder and president of The Rudin Group, spoke about the disconnect between clients and firms; the "new" client experience; and why she believes 2018 will be the “Year of the Client," in an interview with Lauren Foster.

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.

Artificial Intelligence and Defined Contribution Plans

How will artificial intelligence (AI) affect the world of retirement accounts, specifically defined contribution (DC) plans? Sahil Sethi, CFA, anticipates several stages of development.

To Compete with Robos, Advisers Must Become Financial Physicians

Can robo-advisers replace human advisers? Not if the goal of the relationship is to increase clients' well-being, says Meir Statman. Why? Because that requires human interaction.

What’s Next for Robo-Advisers?

The future of the investment management industry is online and advisers will render themselves obsolete if they don't figure out how to add value beyond just overseeing portfolios, Randy Cass, CFA, told delegates at the CFA Institute European Investment Conference. The good news is that advisers who can add value for their clients are secure. “In fact," Cass said, "the commoditization of portfolio management and asset allocation is probably the best thing that could ever happen to them.”

The Fintech Files: Three Truths and Two Myths

Neal Cross, chief innovation officer of DBS, shared three truths and two myths about fintech with Larry Cao, CFA, in the latest installment of the Fintech Files.

Book Review: The FinTech Book

In this book, a wide range of topics in the financial technology (fintech) space — including lending, payments, remittances, capital and investments, compliance, analytics, security, identity, cryptocurrencies, blockchain technology, behavioral biometrics, important fintech hubs, collaborations, and the API (application programming interface) economy — are addressed. This cross-discipline, hands-on, and comprehensive compendium can benefit all players within fintech, including investors, entrepreneurs, incumbent institutions, and regulators.

Best of 2016: Fintech

Many working in the financial industry are concerned about how fintech will affect their employers and their own career prospects. With the goal of bringing more clarity to this issue, Larry Cao, CFA, shares the stories that taught him the most about the subject in 2016.

The Fintech Files: What Does It Take to Be Successful?

Fintech has taken the financial services industry by storm. Yet despite all the talk of disruption, fintech start-ups are just as vulnerable as those in other industries. So what are the factors that separate the winners from the losers? In the first installment of the Fintech Files series, Larry Cao, CFA, interviewed Gregory Gibb, chairman and CEO of Lu.com, for his perspective.



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