ROBO-ADVICE

People & Products

South Korea’s Mirae Asset Global Investments has made a strategic investment in the robo-adviser, setting the stage to enhance Stockspot’s technology and product offering...

Editorial

Red tape has been suffocating financial advice for years. It’s time for regulators to turn their attention to the army of emotionless robots who will be joining the profe...

Tools & guides

Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the p...

image
Financial planning

Robo-advice is the future of financial advice and can create a “fantastic” pipeline of clients for full-service advice, according to Jane Hume. ...

image
Financial planning

As younger generations turn to micro-investing, which is more financially accessible, robo-advice has flourished, according to a report from Finder....

image
Financial planning

The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....

image
Financial planning

The Government is looking to help condense and automate some approvals, and consents advisers need for clients to reduce costs and increase the quality of advice, accordi...

image
Features

A Royal Commission, pandemic and regulatory change have distracted advisers from robo-advice in recent years but Jassmyn Goh finds out if the technology is now finally go...

image
Financial planning

New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice....

image
Funds management

The robo-advice industry has jumped 47% on a yearly basis and assets managed by robo-advisers is expected to hit $2.5 trillion by 2023, according to research from UK comp...

image
People & Products

AI technology makes up only five percent of total service consumption by millennials arranging investments, with human expertise still preferred. ...

image
Financial planning

While standalone robo-advice alone won’t attract affluent investors, it will offer a competitive advantage to traditional wealth managers over competitors, GlobalData has...

image
Financial planning

Robo-advice is growing in recognition in Australia, with older Australians providing a key opportunity for robo-advice providers, according to Investment Trends....

image
Financial planning

MLC Life Insurance is urging regulatory flexibility to facilitate greater use of robo technology in the life/risk advice space....

image
Tech

Robo-advice usage is on the rise but firms providing such services need to understand how to mitigate the risks involved, FINPRO believes....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 22 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 20 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 23 hours ago