ROBO ADVICE

Financial planning

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

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Superannuation

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

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Financial planning

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

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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....

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Funds management

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

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Financial planning

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

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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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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 23 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 23 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days 18 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago