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Showing 201 - 210 of 353 results for "Robo"

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
The latest CFA Institute report shows fintechs specialising in blockchain, robo-advice, mobile payments and peer-to-peer lending have the highest potential to disintermediate the financial services industry. CFA Society Sydney president Anthony Serhan ...

Quantifeed launches portfolio for car lovers

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars. The model portfolio comprises companies that are leading the development of self-driving cars, including ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... 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 that the tool, which has been continuously ...

Wealth and investment leads Aussie fintech

EMMA RAPAPORT  |  WEDNESDAY, 28 JUN 2017
... which visually represents the industry body's 119 service providers alongside key financial services regulators, includes robo-advisers Six Park and Clover, micro-investing company Acorns, and recently launched superannuation product Spaceship. According ...

BlackRock snares share of robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
The world's largest fund manager is now a minority shareholder in a German-British robo-adviser as a means of further addressing the needs of clients and end-customers. Now holding a significant minority holding in online asset management company Scalable ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
Robo-advisers in the US will be subject to the same fiduciary obligations as regular human advisers, the US Securities and Exchange Commission has said. According to reports the new chairman of the SEC, Jay Clayton, is directing the SEC Division of ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
John O'Connell, founder and chief investment officer of the Macquarie Group-owned robo-advice venture Owners Advisory, has passed away at the age of 53. O'Connell had a long and distinguished career at Macquarie, starting as a senior analyst in the ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... include scaled advice tools, online self-service tools to capture client (or prospect) information, transcription software, and robo-investment technologies. However, there is a clear suggestion that managed accounts will continue their rise, with 35% ...

Queensland continues venture capital commitment

DARREN SNYDER  |  WEDNESDAY, 14 JUN 2017
The Queensland Government is spending a further $11 million on venture capital investment via its Business Development Fund, as announced in the state's 2017-18 Budget. Working with Queensland Investment Corporation (QIC), the Queensland government ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
... Super Blueprint software was one of the first providers of investment, retirement adequacy, superannuation and insurance robo-advice in the Australian market. The acquisition will allow Link Group to tailor digital advice offerings for super funds as ...