ROBO-ADVICE
Financial planning
ASIC has released a regulatory guidance for digital advice providers which requires them to monitor and test their own algorithms on a regular basis to ensure advice is a...
Financial planning
Count Financial founder, Barry Lambert, has invested $1 million in robo-advice firm, Ignition Wealth, while urging for low-cost, accessible advice solutions....
People & Products
Robo advice firm, Stockspot, has reached a deal with Class Super for the provision of direct data to self-managed superannuation fund accountants and their clients....
Superannuation
Link has partnered with digital advice tool provider, Ignition Wealth, after it signalled that it would move into the holistic advice space....
Funds management
Pre-eminent financial experts Brian Watson, Lindsay Tanner and Paul Costello are joining the advisory board of new robo-adviser, Six Park....
People & Products
Former Federal Labor MP, Bernie Ripoll, has joined the board of robo-advice focus group, Map My Plan as a director....
Superannuation
Super funds see robo-advice as a service they will provide free to members as a channel to comprehensive offerings that will attract a charge....
Financial planning
Too many Australians are choosing not to use advisers when making and activating financial decisions, and robo-advice could prove to be an effective bridge, according to ...
Financial planning
Australia’s first enterprise robo-advice program is launching through an agreement between Decimal Software and a leading global professional services firm....
Knowledge Centre
New research from ING DIRECT shows that many Gen X and Y financial stereotypes are untrue and there are many opportunities for advisers to connect with this customer grou...
Financial planning
A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...
Features
Robo-advice and digital advice was hailed as the key to reaching the majority who don't seek advice. But with providers grappling with issues like generating revenue and ...
Financial planning
Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....
Financial planning
ASIC has released a consultation paper on guidance for robo-advice providers, highlighting that licensees should appoint human advisers to monitor and test digital advice...
Financial planning
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...