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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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...