ROBO-ADVICE

Financial planning

NAB become first of large scale banks to offer digital advice, but distances itself from ‘robo-advice’ label....

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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...

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Financial planning

Robo-advice firm, Ignition Wealth, announces a partnership with investment house, Lonsec Research....

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Financial planning

Workplace super specialists questioned the role of robo-advice in the workplace ahead of a panel discussion at its conference this week....

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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....

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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...

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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....

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Financial planning

Money Management’s Platforms and Wraps Conference told robo advice can help restore trust in financial planning industry....

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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....

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Financial planning

Robo-advice provider to conduct pilot with salaried advisers within large, non-aligned advice provider Centrepoint Alliance....

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People & Products

Robo advice specialist, Ignition Wealth, has signed an agreement with the Retirement Planning Association of Australasia....

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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....

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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....

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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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JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 3 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 22 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 6 days 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 2 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 2 weeks ago