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Showing 291 - 300 of 435 results for "Automated"

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 ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... somehow something will go wrong." Rantall said one of the things IOSCO are concerned about include firms classifying automated advice tools as something other than recommendations. He said there had been concern around firms not regularly updating customer ...

ASIC says AUD spike "not misconduct"

ALEX BURKE  |  MONDAY, 4 MAY 2015
... before the RBA announced it was keeping cash rates on hold at 2.25% on April 7, finding that so far it has been linked to automated trading processes and not misconduct. As reported in Financial Standard on April 8, the Australian dollar rose to 76.07 ...