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....

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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...

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Financial planning

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

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Superannuation

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

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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 3 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 17 hours 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 21 hours ago