ROBO ADVICE

Funds management

Asset managers are seeking out acquisitions and strategic partnerships in the area of technology and robo-advice to benefit from an evolving wealth management landscape a...

Financial planning

The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...

Financial planning

The Australian Law Reform Commission has outlined two approaches to reducing legislation to make it easier for firms to offer robo-advice as it completes its review of th...

Features

Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....

image
Expert Analysis

There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...

image
Financial planning

Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...

image
Financial planning

New research from Investment Trends suggests robo-advice has not had the cut-through in Australia that many had hoped for but that new products may yet see it gain a bett...

image
Financial planning

Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how it sits alongside traditional advice models, according t...

image
Features

As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...

image
People & Products

Digital advice solution provider, Quantifeed, has opened an Australian office to meet growing demand for digital wealth advice. ...

image
Financial planning

Robo-advice still has a future despite recent closures in the UK and elsewhere, but pricing could be the key, according to the experts....

image
People & Products

Robo-advice platform Clover.com.au has entered an agreement to provide online financial advice to private wealth firm, Collins House. ...

image
Financial planning

While managed accounts, robo-advice, and scaled advice will be the norm by 2022, advice practices need to think about what disrupters are next, Netwealth believes....

image
Financial planning

Robo-advice providers in the US were introducing the human element into their automated models, indicating the advice industry was not ready for fully automated services...

image
Financial planning

Automated investment advice is mirroring traditional advice by delivering product-led solutions when it should be broadening its scope to improve quality of advice....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 days 7 hours ago

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

2 months ago

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

2 months 1 week ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

3 weeks 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 weeks 5 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

2 weeks 3 days ago