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Showing 181 - 190 of 353 results for "Robo"

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
Plenty Wealth, a robo-adviser that combines human advice has officially launched. Co-founders Josh Golombick and Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... and it's not why your clients come to you," Florian said. "If all they wanted was portfolio management, they would hire a robo-adviser. Over and over they come to you because they want a relationship. Walk them through whatever life throws at them."

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
The AFA has partnered with a robo-adviser to assist financial advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit of their clients rather than as an alternative to traditional advice models. Noall & Co. ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Marker CEO Matt Symons were the lead panellists, chaired by former MP Bernie Ripoll. The session didn't really talk about robo-advice per se but it did raise the difficult challenge that financial advisers face in terms of technology catching up with ...

Less than half pass CFA exam

KARREN VERGARA  |  TUESDAY, 3 OCT 2017
... and real estate (equal 4%). The CFA Institute recently announced it will incorporate artificial intelligence, fintech and robo-advice in its examinations.

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... Asset Management chief executive and chief investment officer Hamish Douglass believes financial advisers should not fear robo-advice in an era where artificial intelligence and big data can dominate discussion. Speaking at Magellan's financial adviser ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... a majority stake in a Belgian fintech. Gambit Financial Solutions is now the preferred partner for all current and future robo-advisory solutions for BNP Paribas AM's retail and wealth management networks. Its solutions will be leveraged to enhance client ...

Robotics, AI ETF set to launch

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
... medicine performing operations, he said. The fund was originally launched in Europe two-and-a-half years ago in partnership with ROBO Global, an index creator tracking the global robotics and automation market, now has about US$750 million in funds under ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
A provider of digital advice has secured a partnership to roll out its flagship service to an Australian investment bank. Ignition Wealth will now provide digital advice to clients of APP Securities, the brokerage and investment banking firm formed ...