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Digital wealth platform Betterment has acquired the US book of rival Canadian robo advisor WealthSimple. 
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The Wall Street firm is set to unveil Marcus Invest, a low-cost digital platform that allocates and automatically rebalances individuals’ wealth across portfolios of stocks and bonds based on the models developed by the firm’s investment-strategy committee.
Vineet Anand's insight:
Marcus adds Marcus Invest to its product line-up. The new product does not allow for buy and sale of stocks / broking, however starting with $1,000 you be a GS customer based upon a set of models and a fee of 0.35%.
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Hong Kong-based social trading startup 8 Securities has launched a mobile-only robo-adisory service targeting the millennial generation tha
Vineet Anand's insight:
Robo-advisory services for the millennials with investments as little as JY10,000
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US regulatory body Finra (Financial Industry Regulatory Authority) has waded into the growing market for robo-advisory services, warning firms of th
Vineet Anand's insight:
FINRA provides best practice guidance on robo-advising services and firms commiment to its customers while gathering enough information to determine number of factors including risk assessment, risk willingness, portfolio preference.
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Curated by Vineet Anand
Payment Industry leader passionate about Fintech, Innovation in Banking, Product Management & Strategy, driving revenue growth through client management, business development and P&L focus.
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Wealthsimple's offloading of US book reflects strategic focus squarely on Canadian business