Technology in Wealth - Robo Advice Case Study

New Zealanders lack engagement in their wealth management or retirement savings plans. Milford Asset and other research has uncovered Kiwisaver statistics showing that 55% of Kiwisaver investors remain in the default income funds, yet 79% of those same investors have over 10 years to go before retirement….

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What is Robo Advice?

Robo advice is a term used to describe a web based tool that gives investment advice, based on your goals, appetite for risk, social conscience and interests.  A robo advice platform is designed to actively manage and build a diversified portfolio, make trades to keep on track and perhaps even reduce your tax bill through loss harvesting…..

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