ROBO-ADVICE

Funds management

Defence-focused ETFs are attracting investors keen to avoid the worst impacts of recent stock market volatility, robo-advice provider, Stockspot believes....

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Features

John O’Connell looks at how advisers and robo advice could go hand-in-hand, with the adviser looking after planning while the robo advice takes care of day-to-day executi...

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Funds management

Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...

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Financial planning

Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....

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Financial planning

The current crop of robo-advice tools available to advisers are limited and “devoid of personalisation” according to Intiger Asset Management founder, Mark Fisher....

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Financial planning

Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....

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Financial planning

Robo-advice should be used to examine investors’ choices and enhance their investments rather than starting from scratch. ...

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Financial planning

Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....

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Superannuation

Equip Super will reduce fees and costs for pension members, as it ventures into robo-advice and grows its financial planning business....

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Policy & Regulation

ASIC will continue to focus on good culture in financial institutions but will find it a beast to regulate given it is a vague concept, a law firm says....

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Financial planning

Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....

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Policy & Regulation

ASIC chairman, Greg Medcraft says the regulator supports robo-advice but also acknowledges problems such as meeting best interests duty and compensating for bad advice....

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Financial planning

Robo-advice is still far from realising its full potential, according to Andrew Lai, director of fintech start-up Financial Ask and founder of Fintech Melbourne....

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Financial planning

Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...

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Financial planning

Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

2 days ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

2 days ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago