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Showing 281 - 290 of 427 results for "Automated"

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

Fintech start-ups painted as future heroes

DARREN SNYDER  |  WEDNESDAY, 26 AUG 2015
... wider goal is to create and share Vues or use and rank portfolios constructed by others in the community. Fincast - Automated investment technology that forecasts market outcomes, empowering clients to dynamically manage their investment portfolios and ...

EQT joins Calastone network

ALEX BURKE  |  MONDAY, 24 AUG 2015
Equity Trustees (EQT) has joined Calastone's automated funds transaction network. As a result, EQT can reduce the administration burden associated with trade notifications and fund transactions. "Previously, our processes to trade with platform operators ...

Ignition Wealth appoints inaugural chairman

LAURA MILLAN  |  FRIDAY, 21 AUG 2015
Automated investing service Ignition Wealth has appointed a veteran investment banker as its inaugural chairman. Peter Meurer has more than 40 years' experience in financial markets and has been executive chairman of Asian investment bank Nomura Australia ...

New Calastone service automates distribution processing

MARK SMITH  |  WEDNESDAY, 12 AUG 2015
Global funds transaction network, Calastone, has launched its new automated distribution service, aimed at cutting out mistakes from manual input and shortening processing times. The distribution solution connects fund manager and client, standardising ...

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
... legal standing, the wording of the FoFA legislation must be tweaked to accommodate new technology. "The way to deal with automated advice under FoFA is to modify obligations. It can't be done under the existing regime. It can potentially be done under ...

Not all active managers are traders

ALEX DUNNIN  |  THURSDAY, 16 JUL 2015
... do this the index investment manager has to conduct active trades to keep their portfolio in balance either by using automated trading systems or executing their trades manually. This focus on trading activity leads some investment managers to confuse ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... former senior manager of investment research at Perpetual Private, Callinan, challenged the notion that the new wave of automated wealth management will turn the financial planning industry on its head. "Consumers increasingly want to do things via their ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
The US Securities and Exchanges Commission (SEC) has issued a warning to investors regarding what it calls 'automated investment tools,' a group of web-based tools that include robo-advisers. The warning, prepared by the SEC's Office of Investor Education ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... too complex for them to self-manage, the program can "escalate" the matter to the AFSL. Although it is very much an automated advice solution, Midwinter product manager, digital advice Halie Samson said she preferred the term "robo-advice" wasn't used ...