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Showing 211 - 220 of 230 results for "Digital advice"

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... manager wealth management advice Marianne Perkovic. "Hugh has demonstrated great success developing market-leading digital advice technology and we look forward to having an innovative and people-minded leader join the team," she added. The bank has ...

Midwinter makes hire ahead of product launch

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
... at Midwinter will involve engaging with digital clients, as the software firm edges closer to the release of its Digital Advice Framework during the first quarter of 2016. Midwinter has added two other members to its digital advice team; project manager ...

Advice beats alpha as retirement income source

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... one way to solve the issue is to embrace technology: "Funds can't deliver advice to the mass membership without digital advice being a key component of the total advice offering."

Macquarie to enter robo-advice sector

ALEX BURKE  |  MONDAY, 16 NOV 2015
Macquarie will soon offer a digital advice service across all standard asset classes. Macquarie's OwnersAdvisory service is designed to reach the "more than 80% of Australian adults don't currently access professional financial advice," according to ...

StatePlus talking to super funds of all sizes

DARREN SNYDER  |  MONDAY, 16 NOV 2015
... and super funds, as well as banks' wealth management arms, are facing challenges alongside the evolving needs for digital advice, potential new partnerships are being sought. StatePlus general manager business development James Panaretos said the transformation ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances ...

ASIC sets up special robo-advice taskforce

LAURA MILLAN  |  FRIDAY, 6 NOV 2015
... and Investments Commission (ASIC) has set up an internal robo-advice taskforce that will monitor developments in digital advice. The taskforce will focus on studying how robo-advice providers comply with the best interests duty, how they develop and ...

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
State Super Financial Services has rebranded and unveiled its new digital advice channel. Now known as StatePlus, the wealth management company is focusing on developing its digital strategy, building out facilities for digital advice delivery (including ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
Equipsuper has invested in a fintech startup that will develop the fund's digital advice and investment platform. Clover is a Melbourne-based financial technology company that offers an automated investment service. The platform adopts a goals-based ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
ASIC's brand new robo-advice taskforce will monitor businesses that intend to provide digital advice. The regulator thinks that "the majority of digital advice initiatives will be proposed by existing licensees rather than start-up businesses." Another ...