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

Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

2 days 22 hours ago
Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

3 days ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

3 days 1 hour ago

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

9 months 3 weeks 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. ...

9 months 1 week ago

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

9 months 3 weeks ago