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ROBO-ADVICE
Funds management
Defence-focused ETFs are attracting investors keen to avoid the worst impacts of recent stock market volatility, robo-advice provider, Stockspot believes....
Features
John O’Connell looks at how advisers and robo advice could go hand-in-hand, with the adviser looking after planning while the robo advice takes care of day-to-day executi...
Funds management
Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...
Financial planning
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
Financial planning
The current crop of robo-advice tools available to advisers are limited and “devoid of personalisation” according to Intiger Asset Management founder, Mark Fisher....
Financial planning
Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....
Financial planning
Robo-advice should be used to examine investors’ choices and enhance their investments rather than starting from scratch. ...
Financial planning
Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....
Superannuation
Equip Super will reduce fees and costs for pension members, as it ventures into robo-advice and grows its financial planning business....
Policy & Regulation
ASIC will continue to focus on good culture in financial institutions but will find it a beast to regulate given it is a vague concept, a law firm says....
Financial planning
Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....
Policy & Regulation
ASIC chairman, Greg Medcraft says the regulator supports robo-advice but also acknowledges problems such as meeting best interests duty and compensating for bad advice....
Financial planning
Robo-advice is still far from realising its full potential, according to Andrew Lai, director of fintech start-up Financial Ask and founder of Fintech Melbourne....
Financial planning
Wealth Today managing director, Greg Pennells, has called for robo-advice to be outlawed, calling it a ridiculous innovation that takes a one-size-fits-all approach to fi...
Financial planning
Wealth manager Yellow Brick Road has launched a robo-advice modelling tool, which it claims will disrupt financial services by giving consumers more control over “their f...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...