ROBO 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....

Financial planning

Robo-advisers are missing out on HNW assets that are placed in discretionary mandates, according to Verdict Financial....

Superannuation

Australian fintech start-up, A.S.A.P, has today launched a digital financial advisory platform for SMSFs and their accountants....

Financial planning

The operational standards in ASIC’s RG255 on robo-advice appear to be quite low, FinaMetrica believes....

Financial planning

A US expert has argued that robo-advice was really just self-directed investment and just an adjunct to holistic advice rather than actually equating to robo-advice....

Funds management

Industry fund, Equip, has announced it was piloting a robo advice service based on Clover.com.au’s investment service....

Financial planning

Infocus has launched direct-to-consumer free robo-advice solution, earnie.com.au, using Praemium as a technology partner. ...

Financial planning

While the majority of investment professionals believe robo-advice will slash advice costs, the jury is still out on whether the industry will be “unambiguously better of...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 6 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago