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ROBO-ADVICE
Tech
MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....
Financial planning
Adviser Intelligence founder and chief executive Jacqui Henderson has called on advisers to be more welcoming of technological advancements to the industry....
Financial planning
Digital tools, technology, and robo-advice can drive efficiency in advice businesses, but they must find the right mix between technology and face-to-face relationships ...
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
Financial planning
Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....
Features
Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between consumer-focused robo-advise...
People & Products
Decimal has announced the appointment of Sue Landers as the company’s inaugural key account director....
Financial planning
With inflows to robo-advisers slowing down, robo-advice providers should look to the ageing IFA cohort to acquire high-net worth clients and buy their books....
Accounting
Accountants and financial advisers should use data analytical capabilities of artificial intelligence and robo-advice to enhance their services of providing financial gui...
Financial planning
Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for financial advisers....
Features
Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....
Financial planning
Wealth managers across the UK have responded well to an influx of digital platform offerings within their workspace....
People & Products
Robo-advice solution provider, Ignition Wealth, has announced a new head of sales and an additional member of its advisory board....
Policy & Regulation
The Australian Securities and Investments Commission has been playing catch-up on robo-advice and has set the regulatory bar too low, according to Adviser Intelligence's ...
Funds management
Millinium Capital Managers has made an investment into Ignition Wealth, saying the investment aligned with the fund's mandate to invest in high growth opportunities. ...
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...