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Showing 21 - 30 of 33 results for "Robo-advice"

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
Australian-based firm FinaMetrica has developed a sophisticated robo advice tool for a private bank in Switzerland. NBK Private Bank Switzerland will be using FinaMetrica's suitability tool kit, a 15-minute test that looks at the investor's risk tolerance ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

OneVue close to turning profit

MARK SMITH  |  TUESDAY, 25 AUG 2015
... Investment Partners which generated additional revenue. OneVue was also behind Yellow Brick Road's recently launched robo advice solution, guru.ybr.com.au. These initiatives helped boost revenue year on year from $7.35 million to $17.9 million, a 143% ...

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
The current legal and regulatory environment is not equipped to deal with potential issues arising from robo advice. According to Herbert Smith Freehills partner Michael Vrisakis, the wording of current legislation only considers the administration ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... retail wealth managers being under disruptive attack does not include reference to FOFA or the expected impacts of Robo Advice platforms - both of which are widely anticipated to accelerate the growth of SDI products. While investment managers with deep ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
Financial services professionals must embrace robo advice rather than fear it, according to industry research veteran Maggie Callinan. In her presentation at the recent MAX Forum in Sydney, former senior manager of investment research at Perpetual Private ...

Super funds advised to be smart with technology

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
... might want to make changes to their insurance or super at 11pm on a Saturday night. Van Wyk added QSuper does not see robo advice as a threat or disruptor and sees the technology that drives it [robo advice] as an enabler. Milliman head of analytics ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
Venture capitalists, among others, are investing heavily into financial robo advice models yet industry heads say many questions remain unanswered. At a recent Association of Superannuation Funds of Australia (ASFA) forum, Mercer Innovation Hub leader ...

Boutique launches two robo advice models

DARREN SNYDER  |  WEDNESDAY, 22 APR 2015
Boutique investment manager Quilla is attempting to differentiate itself through a recent launch of two robo advice products that tests current portfolio strategies among other objectives. The first product offers institutional investors a platform ...