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What robo-advice providers do? Robo-advice is currently one of the hottest trends in the very trendy financial services technology (or Fintech) sector. As the name might suggest, the term robo-advice refers to online wealth management services that provide automated, algorithm-based investment …
Following on from our recent Fin-Tech App/Service reviews on Acorns Investment App, Sharesight and Simply Wall Street, I have recently spent some time using the OnMarket Bookbuilds iPhone investment app and web platform. Who said you need millions of dollars of investible …
There are now over 80 ASX Listed Investment Companies (LIC’s) available to choose from. Through LICs you can access many different managers, asset classes, geographies and investment strategies. At Affluence, we recently undertook a year-long project to assess the best LIC’s …
In early September, Daryl Wilson and good friend Lee Baird headed off to the USA for a 10-day hike through Shenandoah National Park. In addition to reportedly having the highest concentration of black bears anywhere in the world, the route through the park …
Here’s our Affluence Sharesight Review. We occasionally publish reviews of products we think you might find useful in your investing journey. We have no relationship with the product provider other than as a paying customer. Setup and Features Sharesight is an …
Too soon old, too late smart. I can relate to that. As I get older I feel the need to tell the world what I’ve learned. Mostly to stop others doing the same dumb things I did. It leads to a …
Last week, I was involved in a car accident. I had gone into the city to collect my eldest son and two of his friends, who had been at a school function. It apparently involved dinner, comedians and dressing up. Sometimes …
Last month I provided a review on the spare-change roundup investment app, Acorns. Another well established FinTech firm founded here in Australia is Simply Wall St. I particularly think this website/app will be of great interest to our readers. Simply Wall …
No matter how many times we calculate it, we’re always impressed by the difference a small increase in investment returns can make over a long period. Let’s take the following example of a self-managed super fund. We assumed our investor is …
Being a 26-year-old Generation-Y investment professional, FinTech is a topic that I follow closely and am genuinely excited about. The web platforms and investment apps these financial tech start-ups are creating these days are unbelievable. Their mission? To make investing seamless …
In March 2016, Affluence Funds Management was recognised in the Australian Financial Review as a new Fund Manager doing things differently. The article highlights what we are doing, and why. Read the full article via the link below: Affluence Funds Management …
When we tell most people what average long-term investment returns have been, they tend to be very surprised. Most of us regularly hear the stories of the good investments and the great returns, but very rarely are people prepared to tell …