POWERED BY MOMENTUM MEDIA
ROBO ADVICE
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...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...
Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...
I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...