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Showing 91 - 100 of 427 results for "Automated"

OneVue expands access on Xplan

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
... sell and report all managed funds on the registry through Xplan. The access will give fund managers and advisers an automated service from existing technology to reduce risk, cost and time to market. OneVue chief executive officer for fund and platform ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
... currently has 75 financial advisers on its books servicing about 9000 clients. "Iress has enabled FYG to move towards an automated risk-based compliance model, allowing us to monitor all advice activity for key risks and using this as quantitative inputs ...

Advisers should service cashed-up investors: FCA

KARREN VERGARA  |  FRIDAY, 4 DEC 2020
... Standing, a slight increase from 97.5% in 2017. Robo-advice is deemed to be on the increase. Estimated assets under automated-advice services went up from £400 million in 2016 to £3.2 billion in 2019. FCA interim executive director of strategy and ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... to be made to the regulatory framework to facilitate funds providing more guidance at retirement," the review said. "Automated or digital advice could be more accessible and affordable. The take-up of such advice is currently low, with people lacking ...

QInsure ramps up claims technology

KARREN VERGARA  |  THURSDAY, 22 OCT 2020
... compliance checks for 50 organisations globally. QInsure went live with FINEOS Claims in September 2019, which integrated and automated the workflow for claims across life, total and permanent disability (TPD), and income protection. Some of the functionalities ...

Northern Trust races up custody league tables

KANIKA SOOD  |  FRIDAY, 28 AUG 2020
... obvious challenges, there has been minimal disruption to service provision," Brown said. "Although our industry is highly automated, there are exceptions. Asset servicing providers have needed to adapt to the social distancing and movement restrictions ...

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... Optimizer (quantitative downside protection for investors), Self Investor (an online investment platform), StoryTeller (an automated reporting solution) and Robo Advisor offerings. With major structural shifts underway in the Australian wealth management ...

Xinja dabbles in US stocks

ANNABELLE DICKSON  |  WEDNESDAY, 22 JUL 2020
... monitoring their investments, ETF and share prices in Australian dollars and US dollars in the app. The orders will be automated and executed when the US share market opens without any broker or human intervention. The only delay to transfer funds between ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
... Asendium team on issues relating to corporate governance, commercialisation and international expansion. Asendium is an automated compliance document generation system for financial advisers. It was founded in 2019.

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... firms," Peker said. "Powerhouses like Vanguard, Schwab, E*TRADE, and Fidelity already have well established in-house automated investment services, but continue to compete intensely on price and mobile platform improvements, while fintechs like Betterment ...