The Future of Roboadvisory with Bambu

The Future of Roboadvisory with Bambu

Ned Phillips is the Founder and CEO of Bambu, a white-label roboadvisory platform.

Backed by Franklin Templeton, among others, Bambu builds roboadvisory offerings for banks, investments firms and other consumer-facing businesses. In this conversation, we discuss the limitations of current roboadvisory offerings, the reasons banks have trouble designing solutions for customers and where the space goes from here.

Prior to founding Bambu, Ned was the Managing Director of Asia for E-Trade and brings a decades long perspective on digital investments to this conversation.

I’m a firm believer in the power of technology in personal financial management as much as in any other vertical, and we’ve only just scratched the surface.

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Thank you very much for joining us today. Please welcome, Ned Phillips.