Mar 30
. $ROBOTMONEY :
-AI treasury vault for agents
-Solves real idle capital problem
-Live product fair launch
-Dev: Lex Sokolin (ex-Consensys CMO, roboadvice founder, GenVentures partner)
-Real governance token utility
-Fixed supply revenue burns
-Perfect AI agent narrative
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131
29 Dec 2024
Will #AI make financial and #retirement advice even more human? My thoughts in @finplan here. financial-planning.com/opini… #artificialintelligence #Fintech #roboadvice @MIT_AgeLab @MITdusp @mitsupplychain @mitsap @MITSloanExecEd
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9 Sep 2024
A money app has declared an ambitious service. One firm doing the specialized work of many firms -- financial planning, budgeting, tax filing, investing, estate planning. Let's see how this turns out in coming years.
@useorigin #roboadvisor #roboadvice #pfm #MoneyApp
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271
26 Jan 2024
NEW BOOK: "The Little Book of Robo Investing" by Elizabeth MacBride @editoremacb and Qian Liu @qianliu1122
It's wonderful that a book on robo advice is coming. The words in it will be important as it's written by couple of founding team members of @Wealthfront and the foreword by Andy Rachleff @arachleff
#roboadvisor #roboadviser #roboadvice
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136
17 Jan 2024
Fast 4.700 Kunden haben auf brokervergleich.de/robo-advi… ihren #RoboAdvisor bewertet. Am höchsten in der Gunst stehen dabei aktuell:
Zeedin (4,81/5,00 P) vor
Wevest (4,80/5,00 P),
@Vividam_VV (4,76/5,00 P),
@Solidvest_DJE (4,75/5,00 P) und
@bevestor (4,73/5,00 P).
#roboadvice
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354
19 Jul 2023
While 🇮🇳SEBI launched “Direct” in 2013, SEBI drew inspiration from 🇬🇧UK FCA in the 2011 concept paper; however, why ignore the FCA’s learning in 2022? #wealthtech #roboadvisory #roboadvice #investmentech assetsandstories.com/why-are…
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3,469
2 Jul 2023
In den letzten 12 Monaten hat es mit @ESTABLYcom nur ein einziger #RoboAdvisor aus unserem seit 2015 laufenden #Exhtgeldtest auf brokervergleich.de/robo-advi… zu einer positiven Performance gebracht.
#roboadvice #boerse #ETFs #geldanlage #fintwit
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1
4
735
15 Jun 2023
So many questions!
1) is it just a bit of natural language processing on top of a standard flowchart?
2) because the algorithmic part there is pretty straightforward
3) will it follow the stunning success that is roboadvice? 😉
4) is it mainly just marketing? 👀
14 Jun 2023
Interesting
JPMorgan is developing a ChatGPT-like A.I. service that gives investment advice
How will it be regulated? Advisors are regulated by SEC/Finra & if given bad advice, broker/firm is held responsible. Who is responsible if its a chatbot?
@CNBC
www-cnbc-com.cdn.ampproject.…
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635
30 May 2023
Head over to the mytalu blog to read the team's insights on the latest industry trend 🚀🤖
#TeamTalu #TaluThoughts #artificialinteligence #RoboAdvice #Innovation #FinTech #AfricaTech
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8 May 2023
Blog post: "An introduction to family office"
blog.quietgrowth.com.au/an-i…
#familyoffice #investing #investmentmanagement #roboadvice #roboadvisor #wealthmanagement
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24 Apr 2023
Zwischen 1,5 und -2,8% lag die Rendite der# RoboAdvisor in unserem #Echtgeldtest auf brokervergleich.de/robo-advi… im März 2023. An der Spitze: @Fidelity_DE vor @investify_de , wevest , @fintego und peningar.
#roboadvice #etfs #boerse #aktien #geldanlage
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528
15 Apr 2023
Using AI in portfolio construction to beat the market is not successful "yet". Good article.
We at @QuietGrowth don't use AI for portfolio construction. We use AI to analyse data to give better financial advice.
@GZuckerman @WSJ #roboadvice #investmentmanagement #roboadvisor
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29 Mar 2023
MENA wealth advisors expect robo-advisors to march ahead, and this isn't the only place we're seeing a renewed interest in fully-digital or robo advice solutions to engage investors - eu1.hubs.ly/H03jKNY0 #RoboAdvice #DigitalAdvice #FinancialPlanning #WealthManagement #
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20 Mar 2023
Had a great time yesterday at #SHIFT23 where our CEO Adam Holt talked about all things advice engagement, wealth management, human vs RoboAdvice and more!
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577
19 Mar 2023
Great analysis from H Adam Holt @AssetMapLLC of human vs #RoboAdvice, love the slide Adam but we need to discuss I can see how #AutomatedAdvice will deliver many of the attributes over Robo #Shift23
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822
15 Mar 2023
#WealthTech Radar our next focus topic is 👨💼 Hybrid #Advice 🤖 commented by our co-author Dr. Lars Friedrich. 🚀Want to read the full version? Download the free eBook. 🇩🇪lnkd.in/duztgghK
🇬🇧lnkd.in/dj6jeHRm
#WTR #Fintech #Finance #Banks #RoboAdvice #assetmanagement
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23 Feb 2023
Mit 9,1% lag im Januar @ESTABLYcom bei der Performance in unserem #Echtgeldtest der #RoboAdvisor auf Platz 1 - gefolgt von @Fidelity_DE ( 4,6%) und @whiteboxEU / 4,4%): brokervergleich.de/robo-advi…
#broker #boerse #ETFs #Aktien #roboadvice #aktienmarkt
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327
22 Feb 2023
We hear a lot about robo advisors these days. Are they right for you? bit.ly/3Xlsl5z
#roboadvice
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21 Feb 2023
Blog post: "An introduction to Exchange Traded Fund (ETF)"
blog.quietgrowth.com.au/an-i…
#investing #roboadvice #investmentmanagement #assetmanagement #WealthManagement #ETF #roboadviser #roboadvisor
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122
26 Jan 2023
Our client David Goldstone on How to pick the best robo advisor for you in Kiplinger: kiplinger.com/investing/how-… @kclarkcollege @TheRoboReport @CondorCapital @Kiplinger #roboadvice #personalfinance #wealthmanagement
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