Customer Story: Alwyn

Two things I would love to share. “Smartly removes the need for me to constantly monitor the market and rebalance the portfolio at inopportune times, as it eliminate emotions in the decision making process.” And “Although it is more exciting the pick and choose winning stocks, mathematically it makes more sense to match the market…

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Robo-advisers a low-cost option for small investors!

By RICHARD HARTUNG Figuring out how to save for retirement or your children’s education might seem difficult without an expensive financial adviser or putting money into high-cost unit trusts and annuities. Automated “robo-advisers” have, however, made it easier to get personalised advice at an affordable price and achieve your financial goals. While inexperienced or busy individuals…

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Making a play for Singapore’s robo advisory millions

Recently, there has been recognition of the potential of millennials to shift the wealth management playbook away from the traditional client-relationship manager engagement to one where technology influences how investing occurs. According to the 2016 UBS/PwC Billionaire Report for most of Asia’s relatively young economies where 85% of billionaires are first-generation, this will be the…

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