Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 201 - 210 of 427 results for "Automated"

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... account to review their portfolio and transactions in real time. The digital adviser also sees 'robo-advice' as a fully automated experience. It believes it to be perfect for lower balance investors, where every stage is completed online, from the fact-find ...

Partnership empowers accountants to give advice

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
... Accountants will be able to direct clients to go online, fill in a form, answer a few relevant questions and receive automated advice instantly, he said. Obtaining an AFSL is not very appealing for accountants and with laws changing from June last year ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... majority (70%) of CFA members globally who took part in a study said affluent investors will be positively affected by automated financial advice tools in the form of reduced costs, improved access to advice product choices. But such tools will unlikely ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... face-to-face, with members choosing to come in and meet with an adviser rather than receiving advice over the phone or from an automated system. Demand for initial advice appointments is also up 20% year-on-year, and review sessions for members with ...

Decimal expands superannuation network

KARREN VERGARA  |  FRIDAY, 28 APR 2017
... market. Through the work we're already doing with funds across Australia, we're confident we have a cost effective, fully automated way of providing financial benefits for members of all superannuation funds," Pollock said. "This partnership will increase ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... ClearView, says pressure placed on businesses by factors such as the Life Insurance Framework (LIF) and the proliferation of automated advice will see advisers providing comprehensive strategic advice to no more than 200 clients in future. "LIF will ...

Republic Capital chief executive departs

ALEX BURKE  |  THURSDAY, 20 APR 2017
... Foocaa. Republic Capital is a fintech group, founded by Thomas and executive director Laurence Milne, specialising in automated investments via its platform, Republic Wealth. The platform employs robo-advice, managed discretionary accounts and full-service ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... Investment Trends Planning Software Benchmark Report 2016 shows imminent release of new planning applications will feature automated strategic and investment advice, and SMSF and superannuation intra-fund advice. "Automation will disrupt the comprehensive ...

Fintechs and instos must align: Saxo

DARREN SNYDER  |  TUESDAY, 28 MAR 2017
... multiple listed assets as collateral for margin trades. In January it also signed a deal with Autochartist to incorporate automated technical analysis tools and live trade signals in to the platform. Fournais said the group will soon be launching Saxo ...

Credit Suisse fined for systems mishap

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
... Australian Securities and Investment Commission for failing to have the appropriate price limits in place across its automated order processing (AOP) systems. The watchdog found Credit Suisse did not have the appropriate price filters for more than five ...