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Showing 281 - 290 of 353 results for "Robo"

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 ...

New robo-advice business launches

MARK SMITH  |  TUESDAY, 16 FEB 2016
BetaSmartz, a new robo-advice platform aimed at both institutional and retail investors, has launched today. The platform uses algorithms based on 60 years of academic research to create portfolios that equal the performance and sophistication of those ...

Even the wealthy are turning to robo-advice

MARK SMITH  |  FRIDAY, 12 FEB 2016
Millennials and small investors are not the only ones taking up robo-advice; wealthy clients are also turning to the new technology in their droves. That's according to the managing director of Accenture Wealth Management in the US, Kendra Thompson. ...

Jobs at risk from second machine age

MARK SMITH  |  MONDAY, 8 FEB 2016
... they can benefit from financial technology advancements whilst also getting the benefits of their incumbency." Fears that robo-advice would carve out jobs in the financial planning sector also appear to be dissipating as the industry faces up to the ...

Bell Direct to deliver "smarter robo-advice"

ALEX BURKE  |  THURSDAY, 28 JAN 2016
... way of giving our clients more control and confidence in achieving long-term investment success. In a way, this is smarter robo-advice." "The robust investment methodology that underpins Stock Doctor helps investors to manage their share portfolios with ...

Robo-advice challenged by price expectations

ALEX BURKE  |  MONDAY, 18 JAN 2016
Robo-advice providers will have to contend with the widespread expectation that their services should be free. This was one of the key findings of recently-released ANZ research, based on survey of 750 ANZ customers in New Zealand. According to the ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
Automated asset allocation and risk profiling "changes the dynamic of who advisers can and can't afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... Australia (ASFA) believes it is not clear how proposed education and training requirements for financial advisers would apply to robo-advice. ASFA says if financial advice was to be provided online (robo-advice) by a corporate entity it is unclear how ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
The proliferation of robo-advice services will likely drive down financial advice fees in general, FinaMetrica co-founder Paul Resnik warned. Drawing from FinaMetrica's latest report, The Robo Revolution: Robo-Advice Market Commentary and Analysis ...

Super fund tech investment to increase 20%

LAURA MILLAN  |  THURSDAY, 26 NOV 2015
... will be mobile innovations (33%), data personalisation (25%), aggregators of wealth management (25%) and online digital or robo-advice (17%). When asked about the top three elements that super funds should "get right," 62% mentioned technology as the ...