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Showing 211 - 220 of 353 results for "Robo"

Robo-advice not a priority for 2017-18: Spot poll

DARREN SNYDER  |  MONDAY, 29 MAY 2017
Six in 10 financial services professionals say that robo-advice will not form part of their business in the next 12 months, according to the Financial Standard weekly readership survey. The online poll published on the Financial Standard website last ...

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... problems. But valuable advice can never be just another product, the firm said. "There is always room for innovations like robo-advice. As a tool for us to better understand our clients, it certainly has its place. But no single financial product is ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... appoint an independent technology provider to power digital financial advice divisions, Ignition Wealth said. Ignition's 'robo-assisted' model gives users the option of self-serve use, receiving some support or accessing full advice from either their ...

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
... making risk management and portfolio diversification an increasingly important consideration," he said. When it comes to robo-advice, a common theme among the different generations is that a majority said they would not use it or don't know enough about ...

Top trends reshaping Aussie superannuation

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... online advice right through to the more complex, holistic financial and retirement planning," the report said. "With the robo-advice market predicted to grow significantly over the next few years, funds not investing in this area ignore it at their peril." ...

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... lack of trust in the financial services industry, as barriers to advice. Roughly a quarter of surveyed respondents expected robo-advice to pay a significant role in their respective markets. "Technology advancements have now made it possible for financial ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
The CFA Institute believes artificial intelligence, fintech and robo-advice will have the greatest impact on the financial services industry - to the extent it is considering including such topics in its examinations. An overwhelming majority (70%) ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... how healthcare, transportation and communication stocks will perform. The next frontier is to offer AI-driven portfolios. Robo-advice today (which, Itzkovits was quick to point out is "not AI") uses risk profiles then basic algorithms to set and implement ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... UniSuper, the $60 billion superannuation fund for the higher education and research sector, says despite the rapid growth of robo-advice, meeting financial advisers face-to-face continues to grow as the preferred approach among its members. The fund ...

Decimal expands superannuation network

KARREN VERGARA  |  FRIDAY, 28 APR 2017
ASX-listed Decimal Software has partnered with management consultancy firm Sequential to provide robo-advice solutions to superannuation fund clients. Under the memorandum of understanding, Decimal's Eqilize solution will offer superannuation providers ...