Search Results | Showing 11 - 20 of 33 results for "robo-advice" |
| | | ... US, Canada, UK, and Germany. However Aussie robo-advisers think trust in digital financial advice is set to rise. "Robo advice is still new to the market, as awareness grows among retail investors opinions will shift. You only have to look to the retail ... |
| | | | ... are among the other start-ups aggregating personal finances via a one-stop-shop. Plenty Wealth combines human and robo advice and provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting ... |
| | | | ... basic algorithms to set and implement asset allocation by placing clients in a general mandate to match their profile. Robo advice 2.0 in the future would need to leverage AI to provide more customised advice to the client. "Every major financial institution ... |
| | | | ... shares or buying managed funds. It's lower cost, more transparent and much more convenient," Brycki said. "Ultimately robo advice will become more popular than many traditional investment options like direct share investing and WRAP platforms." Peker ... |
| | | | Equip is piloting its robo-investment service, Equip MyMoney, with a select group of members, with release to all members planned by the end of the month. Equip MyMoney is the fund's custom-built superannuation version of Clover.com.au's automated investment ... |
| | | | Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ... |
| | | | The majority (80%) of generation X and Y would prefer face to face advice over robo advice but are only willing to pay a maximum of $250 to receive it, according to new research from ING Direct. The research reveals that adaptation will be central for ... |
| | | | ... pushed out as a marketing tool or sales creation channel, or whether it's an education channel. "Super funds are using robo advice and static videos to try and reach customers but EngageOne enables super funds to combine these initiatives to enrich customer ... |
| | | | ... costs of $4,500. The pilot scheme, which has been in place since January, comes as self-directed tools and so-called robo advice models are gathering momentum. While AMP insisted it was still in the test and learn phase with its new solution, it is a ... |
| | | | ... online tools which will improve efficiency and help them grow their practice and protect future revenue. "Until now, robo advice platforms have been seen as the enemy of planning community because they could see customers opting out in favour of low-cost ... |
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