POWERED BY MOMENTUM MEDIA
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...
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. ...
Financial planning
As younger generations turn to micro-investing, which is more financially accessible, robo-advice has flourished, according to a report from Finder....
Financial planning
The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....
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...
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...
Financial planning
New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice....
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...
People & Products
AI technology makes up only five percent of total service consumption by millennials arranging investments, with human expertise still preferred. ...
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...
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....
Financial planning
MLC Life Insurance is urging regulatory flexibility to facilitate greater use of robo technology in the life/risk advice space....
Tech
Robo-advice usage is on the rise but firms providing such services need to understand how to mitigate the risks involved, FINPRO believes....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...