ROBOADVICE

Financial planning

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....

Financial planning

It is “highly unlikely” that the big four banks will not enter the roboadvice space in the future as they will be unwilling to give up market share to an incumbent....

image
Financial planning

Suggestions that robo-advice will be sufficient to meet the needs of those earning $80,000 are well off the mark, according to Investment Collective managing director, Da...

image
Financial planning

Australian Securities and Investments Commission concerns about the adequacy of advice provided via robo tools has seen them voluntarily closed down....

image
Superannuation

There is considerable opportunity to provide robo-advice to pensioners seeking affordable, accessible and personalised advice, according to GlobalData....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 month 3 weeks ago

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

2 months ago

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

2 months 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...

2 weeks 2 days ago

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

1 week 2 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...

1 week ago