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Showing 141 - 150 of 353 results for "Robo"

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... providers as a result of functionality enhancements. In April, another Investment Trends' survey found the adoption of robo-advice is dominated by younger Australians. However, 36% of online shares investors aged 65 and over would consider using ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017. According to Capgemini's 2018 World Wealth Report, Australia's HNWI population ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... scaled advice and 31.15% anticipate artificial intelligence and machine learning will bring about great change. Interestingly, robo-advice is no longer considered as grave of a threat to advice businesses with the number of advisers predicting it will ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
A thematic international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated ...

Global investment firm to restructure

HARRISON WORLEY  |  FRIDAY, 4 MAY 2018
... respondents to the poll indicated Australia should follow suit and cut the corporate tax rate to 21%, however co-founder of robo-adviser Plenty Wealth Greg Einfeld disagreed, citing dividend imputations. "We can't afford to have both dividend imputation ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... initial agreement between the two companies in February, and will allow SMSF trustees to establish an SMSF and use Six Park's robo-advising technology. Fund compliance will be handled by Heffron. The new offering is designed to be transparent and low-cost ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
Robo-adviser Clover has partnered with a Melbourne-based private wealth firm to provide its proprietary online financial advice and wealth management technology. The white-label structure will see Collins House offer a digital advice service to clients ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
Robo-advice presents opportunities for increasing consumer accessibility to financial advice, but Investment Trends data and adviser insight suggests it will never be a panacea. Latest Investment Trends research shows adoption of robo-advice in Australia ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... there is a market niche for advisers whose clients are skeptical of the quality of advice offered to them by banks and other robo-advice platforms, whose focus is directing their clients into products." Bannister added the tool, which has been continuously ...