Are Robo-Advisers Selling Out?

Latest news in the roboadvice space from across the pond is that Jemstep, one of the earlier online investment startup has been acquired by Invesco. This is coming months after BlackRock acquired FutureAdvisor for a reported $152million.  Nearly a year ago, Northwestern Mutual acquired online financial planning firm LearnVest, for a reported $250million,  Personal Capital […]

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Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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