DIGITAL ADVICE
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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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...