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Showing 211 - 220 of 233 results for "Digital advice"

ASIC consults on robo regulation

ALEX BURKE  |  MONDAY, 21 MAR 2016
... consultation paper for the robo-advice sector. The guide addresses industry concerns about and expectations for digital advice. It suggests robo-advice providers must hold an Australian financial services licence unless the information provided can be ...

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
Macquarie has launched the digital advice service it announced in November 2015. OwnersAdvisory provides custom portfolio advice across all standard asset classes, determining allocation based on personal goals and a generated risk profile. It sources ...

Midwinter expands with new distribution head

MARK SMITH  |  WEDNESDAY, 27 JAN 2016
... growth for us and a massive year for fintech in general. With many new clients coming on board and with Midwinter's Digital Advice Solution due for release a couple months from now, it was evident we needed to accommodate for the demand to ensure that ...

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 ...