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ROBO ADVICE
Financial planning
The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...
Financial planning
The Australian Law Reform Commission has outlined two approaches to reducing legislation to make it easier for firms to offer robo-advice as it completes its review of th...
Features
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
Expert Analysis
There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete...
Financial planning
Australia’s wealth managers are lowering costs to compete with robo-advisers, according to research from GlobalData. ...
Financial planning
New research from Investment Trends suggests robo-advice has not had the cut-through in Australia that many had hoped for but that new products may yet see it gain a bett...
Financial planning
Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how it sits alongside traditional advice models, according t...
Features
As advice practices look to leverage the digital options to reduce costs, Mike Taylor writes that questions are being asked about the value that can be extracted by utili...
People & Products
Digital advice solution provider, Quantifeed, has opened an Australian office to meet growing demand for digital wealth advice. ...
Financial planning
Robo-advice still has a future despite recent closures in the UK and elsewhere, but pricing could be the key, according to the experts....
People & Products
Robo-advice platform Clover.com.au has entered an agreement to provide online financial advice to private wealth firm, Collins House. ...
Financial planning
While managed accounts, robo-advice, and scaled advice will be the norm by 2022, advice practices need to think about what disrupters are next, Netwealth believes....
Financial planning
Robo-advice providers in the US were introducing the human element into their automated models, indicating the advice industry was not ready for fully automated services...
Financial planning
Automated investment advice is mirroring traditional advice by delivering product-led solutions when it should be broadening its scope to improve quality of 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....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...