ROBO ADVICE

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....

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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...

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Financial planning

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

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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...

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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...

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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...

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People & Products

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

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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....

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People & Products

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

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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....

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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...

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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....

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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....

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MARKET INSIGHTS

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

20 hours ago

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

5 days 1 hour ago

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

3 weeks 3 days 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 5 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 ...

3 days 23 hours ago

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

3 days 2 hours ago