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DIGITAL ADVICE
Superannuation
Industry funds-owned IFM Investors has further backed Decimal Software’s roll out of digital advice services to the superannuation industry....
Financial planning
Industry funds should embrace digital advice to provide “incremental advice” to retain superannuation members....
Financial planning
APP Securities Pty Ltd and Ignition Wealth have today announced a partnership for the provision of digital financial advices to APP clients....
Financial planning
VicSuper has announced the launch of Beeline, a free digital advice service designed to boost member engagement and provide advice on contributions and asset allocation....
Superannuation
A new survey showed superannuation funds in Australia have an appetite for digital advice but more work to do when it comes to its adoption....
Financial planning
Decimal has partnered with Mercer to offer digital advice through the Eqilize platform....
Features
Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between consumer-focused robo-advise...
Financial planning
ASIC has refused to grant relief to an entity seeking exemption to hold an AFSL to develop and use a robo-advice tool for use by super fund trustees on their websites....
Features
Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....
Financial planning
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they will not have to refund fees due to non-service, Ignitio...
Financial planning
Decimal has appointed Promontory Australasia to review its digital advice compliance....
Superannuation
Link Group has launched a digital superannuation advice platform in response to the growing demand for integrated advice....
Financial planning
ASIC’s guidance on digital advice providers’ accountability is controversial as traditional advisers may use technology to automate seemingly trivial documentation, accor...
Financial planning
Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....
Financial planning
Digital advice providers must be transparent on the scope and limits of their services to clients, while their algorithms should account for all costs and tax implication...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....