Every person needs a decent-quality financial adviser, if not a high-quality financial adviser. The question is: “does the fees that I have to pay to avail the services of a financial adviser is justified for the amount of wealth that I own?”

It takes a lot of effort to become skilled in the field of investing. If you are investing your hard-earned money, then you better be good at it! You would need to do the following:

You have seen, heard and watched friends, family and associates make great returns on their money in the share and property markets while you have sat there holding cash. You’re disappointed with yourself and your tolerance for cash is wearing thin.

If the categorisation of a firm as a robo-adviser is correct, then it should be able to give personal financial advice. (more…)

If you are an expert in investing, have the time needed to do regular research, and have the discipline to stick to an investing methodology objectively, then you can do your own investing.

Fintech means financial technology, the combination of finance and technology. Over the last one decade, a large number of fintech firms have emerged.

The robo advice industry is still nascent. We are still in the early-days of this industry, even though this industry has been evolving since last 10 years. (more…)

QuietGrowth is a fintech company and not a techfin company.

In Australia, the regulatory authority has played an important role for the emergence of digital advice (also known as ‘robo-advice‘ or ‘automated advice’). (more…)

As the world is becoming more prosperous, the future of wealth management is bright. The size of the industry in many part of the world will grow at a healthy pace.