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DIGITAL ADVICE
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...
MARKET INSIGHTS
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Podcast
It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...
Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...
Phil Anderson is pure gold....