robo-advice

AI and real-time risk decisions in wealth management

This promises to be the year we see the culmination of some key technologies — from blockchain and artificial intelligence (AI), to design thinking and the cloud.

The rise of robo-advice in wealth management

The concept of “robot-advice”, the use of automation and digital techniques to build and manage portfolios of exchange-traded funds (ETFs) and other instruments for investors, has gained significant attention within the wealth management industry.