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ROBO-ADVICE
Financial planning
NAB become first of large scale banks to offer digital advice, but distances itself from ‘robo-advice’ label....
Financial planning
Robo-advice will change the face of financial services across Asia-Pacific by giving opportunities to underbanked markets, according to online investment adviser Stockspo...
Financial planning
Robo-advice firm, Ignition Wealth, announces a partnership with investment house, Lonsec Research....
Financial planning
Workplace super specialists questioned the role of robo-advice in the workplace ahead of a panel discussion at its conference this week....
Financial planning
Robo-advice will not become a good substitute if it cannot meet the needs of clients in the same way as face to face advice....
Financial planning
The term robo-advice needs to be better defined as reflecting its current focus on compliance and risk profiling instead of actual advice, according to the head of an adv...
Financial planning
Digital and robo-advice has the potential to reduce costs on simple advice to around one-hundredth of their current levels, according to a cloud based platform provider....
Financial planning
Money Management’s Platforms and Wraps Conference told robo advice can help restore trust in financial planning industry....
Financial planning
Robo-advice models in their current form don’t consider existing investments of investors, both inside and outside super, which could lead to negative outcomes....
Financial planning
Robo-advice provider to conduct pilot with salaried advisers within large, non-aligned advice provider Centrepoint Alliance....
People & Products
Robo advice specialist, Ignition Wealth, has signed an agreement with the Retirement Planning Association of Australasia....
Financial planning
Centrepoint Alliance is trialling an entry level robo-advice offering among one of its planning groups claiming it will reduce administration burdens for planners....
Financial planning
New US research suggests planners should embrace robo-advice platforms as a useful tool for servicing a particular client segment....
Tools & guides
In the ‘second machine age’, advisers must find faster, cheaper ways of providing holistic financial advice while still holding the client’s hand, Andy Marshall writes....
Funds management
The number of high net worth clients in Australia, and around the world, has continued to grow along with their appetite for robo-advice despite resistance from wealth ma...
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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...