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Implemented Portfolios News

#IPinUSA15 Part two: Robo reality

By September 23, 2015 No Comments

“Robo-advisers get more coverage than Donald Trump”, the head of a wealth management ‘aggregator’ lamented with more than a little tongue-in-cheek. 12 months ago, when I first toured the US with Implemented Portfolios and friends, there was a palpable sense of optimism about robo-advice.

The names Betterment, Wealthfront, Personal Capital and Motif were thrown around like they were the hottest new major league baseballers, with big end of town execs all very eager to demonstrate they were not out of touch with the Silicon Valley invasion of financial services. READ MORE