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Showing 241 - 250 of 427 results for "Automated"

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... development at AdviserLogic added: "Cloud-based adviser software systems are perfect for seamless data transfer, particularly automated data feeds containing insurance policy information. We've teamed up with AIA to make life easy for advisers."

Investors must adapt to capital light era

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
... be regarded as more satisfying - requiring higher levels of education and human judgment of the kind which cannot be automated. The higher labour requirements of an expanding service sector, colliding with a demographic wave of ageing, means businesses ...

Regulatory sandbox exemption welcomed

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... licensee applicant Modify ASIC's policy on organisational competence of a licensee to allow some limited-in-scale, heavily automated business to rely, in part, on compliance sign off from a professional third party to meet their competence requirements ...

J.P. Morgan and Future Fund ties at robo-adviser

DARREN SNYDER  |  MONDAY, 30 MAY 2016
... of former politicians and financial services executives looking to advise up-and-coming fintechs. The co-founders of automated investment adviser Six Park have recruited former Future Fund general manager Paul Costello and former Federal Finance Minister ...

Former politician joins fintech board

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
... along the way, according to a former federal politician and soon-to-be fintech board member. Joining the board of online automated adviser Map My Plan from 1 June will be former parliamentarian Bernie Ripoll. He stood down from the Shadow Ministry in ...

First SMSF app launched

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
Investment managers Elston and SMSF providers, Superfund Partners, claim to have launched Australia's first automated self-managed superannuation fund (SMSF) app, Superstash. The app will allow users to see an up-to-date view of their portfolio, its ...

One in four willing to switch advisers: EY survey

MARK SMITH  |  TUESDAY, 24 MAY 2016
... clients also indicated an increasing willingness to embrace new technology, with one in four (25%) open to investing via automated advice services, such as robo-advisors. In this environment, wealth managers will need to differentiate themselves around ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... management. This has partly driven netwealth to launch its managed accounts business last year, which allowed for more automated but bespoke investment solutions. "With IFAs, it's very hard to get them on board and once they are your clients, it's just ...

Robo-advice to impact not replace: CFA

KERRIE SYDEE  |  THURSDAY, 28 APR 2016
... The Fintech Survey found that 70% of respondents believe that mass affluent investors will be positively impacted by automated financial advice tools through reduced costs, improved access to advice and improved product choices. Respondents found it ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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