DigitalWealthInsights.com is a service that has been created for professionals who want to understand more about the digital wealth management (robo advice) market both in the UK and globally.
The service is not available to consumers or the media. If you are a journalist with a recognised publication/website and would like access please contact Matt Morris at Carr Consulting & Communications
To maintain the professional nature of the group we can only allow accounts from individuals' professional e-mail addresses.
Highlights from In|Vest West 2018
- Why Personal Capital's hybrid advice model succeeds
- Financial Engines - the elephant in the room
- Fidato Wealth & Facet Wealth - a case study in migrating clients' who no longer fit the profile of a fiduciary firm
- MoneyLion - helping consumers better manage their money
- Littlefund - targeting generation alpha
- 8 minute demos from In|Vest West