A selection of 7 themes on ETFs and robo-advisors

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Efi Pylarinou is the founder of Efi Pylarinou Advisory and a Fintech/Blockchain influencer – No.3 influencer in the finance sector by Refinitiv Global Social Media 2019. 

A mini digital detox in August, may reboot and upgrade my operating system. In this post, I am sharing a selection from this year`s posts focused on ETFs (a 50yrs old innovation) and robo-advisors.

 

Fintech contribution

2020 started with a healthy and growing $5trillion global ETF market. In the US there were 2,000 already trading on platforms with zero commissions.

Facts & Figures, Risks & Challenges in the ETF market 

Unnoticed side-effect

The 3 big issuers of ETFs, Blackrock, Vanguard, and State street elegantly and without boosting about it, control 40% of the votes in the S&P500 companies.

A Fintech side-effect: Excessive Corporate Control by the Big Three

 The effect of the March crash on the bread & butter of robo-advisors and the digital investing fintech sector

The ETF market proved resilient in the abrupt March downturn and digital investing providers benefited hugely.

The $5 trillion ETF market has been tested 

Lockdown & market uncertainty lead to a surge in B2B robo-advisors

Motif Investing shut down and Stash got a huge capital infusion ($112) given its positioning.

Will Stash stay on Craig`s list as a market leader?

In Europe Scalable Capital, the 3rd best-funded robo advisor, is re-bundling.

Scalable Capital: from Digital investing to Deposit accounts and Brokerage services

Robinhood is a VC darling and as much as I try to look away from what and how they do business, they keep giving me reasons to ask WHY.

The missing WHY of Robinhood

Robo-advisor AUM has reached $1trillion but this is so behind from the 2015 projections.

The revised pessimistic projection for Digital wealth AUM does not make sense

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