Capital One Investing's new managed portfolios use a robo-advisory element.
US-based Capital One Investing, a subsidiary of Capital One Financial Corp., today announced the launch of Advisor Connect, a suite of managed portfolios including a robo-advisor service aimed to provide investors a new set of managed products under its existing self-directed and full-service brokerage and advisory product line.
The company explained in an official statement that the new digital portfolios are unbiased as no financial advisors are compensated and none of its own proprietary funds are traded within the newly launched portfolios.
The new world of Online Trading, fintech and marketing – register now for the Finance Magnates Tel Aviv Conference, June 29th 2016.
At Capital One Investing, our goal is to build planning tools that help customers invest with confidence and manage portfolios in ways that work best for them.
Robo-advisor rebalancing
Part of the appeal of robo-advisor offerings, besides the cost structure, is that any subsequent portfolio rebalancing that is required, based on initial target allocations, can be fully automated.
This helps a portfolio take advantage of changes in the market on a systematic basis without the over-trading that may typically happen within an active investment that can lead to higher costs and potentially worse performance - compared with passive-style products that merely try to follow the index and rebalance (including averaging down) when target allocations change.
In addition, Capital One Investing has a dedicated team of people to support investors with the new offering and to help keep the human touch in the equation to guide clients.
Advisor Connect marks a significant milestone on our journey to build a customer-first, conflict-free and transparent investing experience that empowers today's investors to plan for the long term.
7 Models based on ETFs
The cost structure of the new funds is based on an annual advisory fee of 0.9 percent, and investors need a $25,000 account balance to invest in the new managed service which permits one portfolio per account and uses low-cost 3rd party ETFs which have become a popular choice for robo-advisory offerings to help keep fees minimal.
According to people familiar with the product at the company, there are 7 models within the new portfolios in the Advisor Connect offering, ranging from conservative to aggressive and based on low-cost Exchange Traded Funds (ETFs).
These offerings combine or chose from nine to twelve ETFs - from iShares or Vanguard or Powershares - and determines overall portfolio weightings based on client's investment objectives and risk appetite.
A certified financial planner within the Advisor Connect division explained to me that based on a 10% level of drift the portfolios are set to automatically rebalance, hence the automatic robo-advisor essence of the offering - although this offering still has a strong human element to it with the team's support.
Human touch still present
"At Capital One Investing, our goal is to build planning tools that help customers invest with confidence and manage portfolios in ways that work best for them. We're providing flexible solutions that fit seamlessly into everyday investors' busy lives," said Yvette Butler, president of Capital One Investing, commenting in a statement regarding the launch.
"Advisor Connect marks a significant milestone on our journey to build a customer-first, conflict-free and transparent investing experience that empowers today's investors to plan for the long term."
Mrs. Butler added: "Many investors want to be involved in day-to-day management of their own finances and digital tools can do a great job keeping them on track and their portfolios balanced. But when life throws you a curve or your goals change, working with an advisor can help you pivot and reassess your game plan. Advisor Connect provides the best of both worlds, access to great online tools along with support from personal financial advisors when you want or need it."
US-based Capital One Investing, a subsidiary of Capital One Financial Corp., today announced the launch of Advisor Connect, a suite of managed portfolios including a robo-advisor service aimed to provide investors a new set of managed products under its existing self-directed and full-service brokerage and advisory product line.
The company explained in an official statement that the new digital portfolios are unbiased as no financial advisors are compensated and none of its own proprietary funds are traded within the newly launched portfolios.
The new world of Online Trading, fintech and marketing – register now for the Finance Magnates Tel Aviv Conference, June 29th 2016.
At Capital One Investing, our goal is to build planning tools that help customers invest with confidence and manage portfolios in ways that work best for them.
Robo-advisor rebalancing
Part of the appeal of robo-advisor offerings, besides the cost structure, is that any subsequent portfolio rebalancing that is required, based on initial target allocations, can be fully automated.
This helps a portfolio take advantage of changes in the market on a systematic basis without the over-trading that may typically happen within an active investment that can lead to higher costs and potentially worse performance - compared with passive-style products that merely try to follow the index and rebalance (including averaging down) when target allocations change.
In addition, Capital One Investing has a dedicated team of people to support investors with the new offering and to help keep the human touch in the equation to guide clients.
Advisor Connect marks a significant milestone on our journey to build a customer-first, conflict-free and transparent investing experience that empowers today's investors to plan for the long term.
7 Models based on ETFs
The cost structure of the new funds is based on an annual advisory fee of 0.9 percent, and investors need a $25,000 account balance to invest in the new managed service which permits one portfolio per account and uses low-cost 3rd party ETFs which have become a popular choice for robo-advisory offerings to help keep fees minimal.
According to people familiar with the product at the company, there are 7 models within the new portfolios in the Advisor Connect offering, ranging from conservative to aggressive and based on low-cost Exchange Traded Funds (ETFs).
These offerings combine or chose from nine to twelve ETFs - from iShares or Vanguard or Powershares - and determines overall portfolio weightings based on client's investment objectives and risk appetite.
A certified financial planner within the Advisor Connect division explained to me that based on a 10% level of drift the portfolios are set to automatically rebalance, hence the automatic robo-advisor essence of the offering - although this offering still has a strong human element to it with the team's support.
Human touch still present
"At Capital One Investing, our goal is to build planning tools that help customers invest with confidence and manage portfolios in ways that work best for them. We're providing flexible solutions that fit seamlessly into everyday investors' busy lives," said Yvette Butler, president of Capital One Investing, commenting in a statement regarding the launch.
"Advisor Connect marks a significant milestone on our journey to build a customer-first, conflict-free and transparent investing experience that empowers today's investors to plan for the long term."
Mrs. Butler added: "Many investors want to be involved in day-to-day management of their own finances and digital tools can do a great job keeping them on track and their portfolios balanced. But when life throws you a curve or your goals change, working with an advisor can help you pivot and reassess your game plan. Advisor Connect provides the best of both worlds, access to great online tools along with support from personal financial advisors when you want or need it."
Interactive Brokers Expands Offerings with Daily Options on French Stocks
Network, Learn, Grow | FMAS:24
Network, Learn, Grow | FMAS:24
Get ready to mark your calendars for FMAS:24, returning this May! Take a quick glimpse of what awaits at the Sandton Convention Centre in Sandton, South Africa from May 20-22, 2024.
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Get ready to mark your calendars for FMAS:24, returning this May! Take a quick glimpse of what awaits at the Sandton Convention Centre in Sandton, South Africa from May 20-22, 2024.
Don't miss out on this 5-second invite packed with energy and urgency!
Secure your free ticket now 🔗 https://events.financemagnates.com/yQx0l?utm_source=youtube&utm_campaign=fmas-is-back&utm_medium=video&RefId=FMAS24+Video+Ad+%5B1%5D
#fmas24 #fmas #fmevents #financeinafrica #traders #investors #affiliates #forexTraders #investmentOpportunities #B2BNetworking #finTech #Innovations #TradingCommunity #BusinessOpportunities #AfricanBusiness #Johannesburg #southafrica
📣 Stay updated with the latest in finance and trading!
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Here's a sneak peek into the FMAS:24 vibrant atmosphere! Join us at Africa’s premium financial event for a transformative experience that combines the best of finance and technology.
From May 20-22, 2024, the Sandton Convention Centre in Sandton, South Africa, will be the hub for over 3,500 attendees to engage in unparalleled networking opportunities, learn from over 150 industry-leading speakers, and explore innovations from 120+ exhibitors.
Secure your free ticket now 🔗 https://events.financemagnates.com/yQx0l?utm_source=youtube&utm_campaign=fmas-is-back&utm_medium=video&RefId=FMAS24+Video+Ad+%5B1%5D
#fmas24 #fmas #fmevents #financeinafrica #traders #investors #affiliates #forexTraders #investmentOpportunities #B2BNetworking #finTech #Innovations #TradingCommunity #BusinessOpportunities #AfricanBusiness #Johannesburg #southafrica
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates. Connect with us today:
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Don't miss out on our latest videos, interviews, and event coverage. Subscribe to our YouTube channel for more!
Here's a sneak peek into the FMAS:24 vibrant atmosphere! Join us at Africa’s premium financial event for a transformative experience that combines the best of finance and technology.
From May 20-22, 2024, the Sandton Convention Centre in Sandton, South Africa, will be the hub for over 3,500 attendees to engage in unparalleled networking opportunities, learn from over 150 industry-leading speakers, and explore innovations from 120+ exhibitors.
Secure your free ticket now 🔗 https://events.financemagnates.com/yQx0l?utm_source=youtube&utm_campaign=fmas-is-back&utm_medium=video&RefId=FMAS24+Video+Ad+%5B1%5D
#fmas24 #fmas #fmevents #financeinafrica #traders #investors #affiliates #forexTraders #investmentOpportunities #B2BNetworking #finTech #Innovations #TradingCommunity #BusinessOpportunities #AfricanBusiness #Johannesburg #southafrica
📣 Stay updated with the latest in finance and trading!
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Join 3500+ Attendees at FMAS:24 | Africa's Premium Financial Event
Join 3500+ Attendees at FMAS:24 | Africa's Premium Financial Event
Looking to expand your network in #Africa? Join 3500+ attendees at FMAS:24, where online trading, fintech, payments, and crypto meet! Connect with industry leaders and innovators for an unmatched networking experience.
20-22 MAY 2024
Sandton Convention Center, Sandton, South Africa
Register now to secure your spot: https://bit.ly/3JbUpCK
#fmas #fmas24 #fmevents #networking #finance #africa
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Looking to expand your network in #Africa? Join 3500+ attendees at FMAS:24, where online trading, fintech, payments, and crypto meet! Connect with industry leaders and innovators for an unmatched networking experience.
20-22 MAY 2024
Sandton Convention Center, Sandton, South Africa
Register now to secure your spot: https://bit.ly/3JbUpCK
#fmas #fmas24 #fmevents #networking #finance #africa
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Join 3500+ Attendees at FMAS:24 - Africa's Premium Financial Event
Join 3500+ Attendees at FMAS:24 - Africa's Premium Financial Event
Looking to expand your network in #Africa?
Join 3500+ attendees at FMAS:24, where online trading, fintech, payments, and crypto meet! Connect with industry leaders and innovators for an unmatched networking experience.
20-22 MAY 2024
Sandton Convention Center, Sandton, South Africa
Register now to secure your spot: https://bit.ly/3JbUpCK
#fmas #fmas24 #fmevents #networking #finance #africa
Looking to expand your network in #Africa?
Join 3500+ attendees at FMAS:24, where online trading, fintech, payments, and crypto meet! Connect with industry leaders and innovators for an unmatched networking experience.
20-22 MAY 2024
Sandton Convention Center, Sandton, South Africa
Register now to secure your spot: https://bit.ly/3JbUpCK
#fmas #fmas24 #fmevents #networking #finance #africa
Where the Prop Trading Industry Goes from Here | Finance Magnates Podcast
Where the Prop Trading Industry Goes from Here | Finance Magnates Podcast
Explore the tumultuous world of prop trading in this Finance Magnates podcast episode, featuring insights from Head of Axi Select, Greg Rubin.
We're discussing the challenges and shifts caused by MetaQuotes' pivotal decisions affecting MT4 and MT5 users, and how Axi Select offers a unique, realistic path to professional trading, steering clear of traditional prop firm pitfalls.
Tune in for expert analysis on the future of trading and innovative funding models.
The Axi Select programme is only available to clients of AxiTrader Limited. CFDs carry a high risk of investment loss. In our dealings with you, we will act as a principal counterparty to all of your positions. This content is not available for AU, NZ, EU and UK residents. For more information, refer to our Terms of Service. Standard trading fees apply.
This content is provided solely for general informational purposes and should not be construed as financial product advice or an investment recommendation. It has been prepared without considering your personal circumstances.
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Explore the tumultuous world of prop trading in this Finance Magnates podcast episode, featuring insights from Head of Axi Select, Greg Rubin.
We're discussing the challenges and shifts caused by MetaQuotes' pivotal decisions affecting MT4 and MT5 users, and how Axi Select offers a unique, realistic path to professional trading, steering clear of traditional prop firm pitfalls.
Tune in for expert analysis on the future of trading and innovative funding models.
The Axi Select programme is only available to clients of AxiTrader Limited. CFDs carry a high risk of investment loss. In our dealings with you, we will act as a principal counterparty to all of your positions. This content is not available for AU, NZ, EU and UK residents. For more information, refer to our Terms of Service. Standard trading fees apply.
This content is provided solely for general informational purposes and should not be construed as financial product advice or an investment recommendation. It has been prepared without considering your personal circumstances.
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