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...

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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. ...

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Financial planning

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

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Financial planning

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

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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...

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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...

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Financial planning

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

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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...

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People & Products

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

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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...

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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....

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Financial planning

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

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Tech

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

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 4 hours ago