DIGITAL ADVICE
Financial planning
Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...
Financial planning
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...
Financial planning
Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per ...
Financial planning
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....
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
The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility ...
People & Products
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....
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
InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform....
Financial planning
Bravura is seeking to be a market leader in digital advice as it focuses on rebuilding the business after a period of turbulence with chief executive Andrew Russell admit...
People & Products
Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....
Features
A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solutio...
Financial planning
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...
Expert Analysis
The promise of digital advice tools to address the supply/demand inequity is no longer a dream but a very present reality, writes Shaun Green....
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...