Post Profile






UBS is launching its own 'robo-advisor' to bring wealth management down market

UBS getting into the "robo-advice" market, launching an online wealth manager. UBS SmartWealth will provide real-time financial advice, telling people where to put their money based on goals, means, and attitude to risk. Clients can open an account entirely online, with no need for paperwork, and are offered access to five investment strategies through a range of active and passive funds created and managed by UBS.
read more

share

Related Posts


UBS targets wealthy Africans

Business & Finance : Business Report

UBS, the world’s biggest wealth manager, is targeting millionaire clients in oil-rich Nigeria and Angola. ||| Johannesburg - UBS AG, the world’s biggest wealth manager, is targeting millionaire clients in oil-rich Nigeria and Angola...

It can be tricky for financial advisors to relate to their ultra affluent clients

Business & Finance : Business Insider: Clusterstock

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Hillary Clinton and wealth managers have trouble relating to their target audience (Wealth Management) Hillary...

FINANCIAL ADVISOR INSIGHTS: Barron's Tells The Wealth Management Industry To Stop Whining

Business & Finance : Business Insider: Money Game

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. For more visit Business Insider's new Wealth Advisor vertical. The Wealth Management Industry's Hardships Are ...

Robo Advisers: The Future of Wealth Management

Business & Finance : Huffington Post: Business Blog

Credit If you've avoided wealth management services in the past because they were expensive, cumbersome and time consuming, welcome to the world of the online robo adviser. As the new alternative to human financial planners, robo ad...

FINANCIAL ADVISOR INSIGHTS: Advisors Obsessed With Asset Allocation Are The Real Dinosaurs Of Wealth Management

Business & Finance : Business Insider: Clusterstock

FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors. Advisors That Are Only Focused On Asset Allocation Are The Real Dinosaurs Of Wealth Management (The Wall Stree...

Comments


Copyright © 2016 Regator, LLC