DIGITAL ADVICE

Financial planning

APP Securities Pty Ltd and Ignition Wealth have today announced a partnership for the provision of digital financial advices to APP clients....

Financial planning

VicSuper has announced the launch of Beeline, a free digital advice service designed to boost member engagement and provide advice on contributions and asset allocation....

Superannuation

A new survey showed superannuation funds in Australia have an appetite for digital advice but more work to do when it comes to its adoption....

Financial planning

Decimal has partnered with Mercer to offer digital advice through the Eqilize platform....

Features

Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between consumer-focused robo-advise...

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....

Features

Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....

Financial planning

Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they will not have to refund fees due to non-service, Ignitio...

Financial planning

Decimal has appointed Promontory Australasia to review its digital advice compliance....

Superannuation

Link Group has launched a digital superannuation advice platform in response to the growing demand for integrated advice....

Financial planning

ASIC’s guidance on digital advice providers’ accountability is controversial as traditional advisers may use technology to automate seemingly trivial documentation, accor...

Financial planning

Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....

Financial planning

Digital advice providers must be transparent on the scope and limits of their services to clients, while their algorithms should account for all costs and tax implication...

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