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Showing 301 - 310 of 435 results for "Automated"

OneVue announces management, strategy changes

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... working, even though it's clearly not working." To illustrate her point, Mckeage pointed to controversies surrounding automated investment algorithms, or "robo-advice": "I remember someone saying, 'Are you telling me you'd rather trust an algorithm than ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
... suggests sophisticated investors aged 60 and over are among the fastest growing adopters of robo advice globally. The 2015 Automated Investment Advisers Global Market Review found while robo advice models naturally appealed to younger people who have ...

Regulatory changes stifling innovation

ALEX BURKE  |  TUESDAY, 7 APR 2015
... expected to increasingly step up to help them meet reporting requirements (such as global custodians with international automated information management capabilities)."

Advisers see regulated robo-advice opportunity

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey. Midwinter managing director Julian Plummer argued that the survey - which tracked the responses of 288 financial advisers - indicates ...

BMR integrates Xero SMSF practice management software

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
... online into the Xero Practice Manager system. This complements BMR's other recent software integrations which include automated ABN and TFN applications, online applications for Macquarie CMAs and the ability to establish a new SMSF directly into Class ...

Robots will take over white collar jobs first

LAURA MILLAN  |  THURSDAY, 11 DEC 2014
... analyse volumes of legal text in a fraction of the time that a solicitor can." It listed the jobs most at risk of being automated, with the first being accountants, followed by cashiers, secretaries, typists and bank tellers. Door-to-door sales, telecom ...

RI Advice launches cashflow management tool

STAFF WRITER  |  WEDNESDAY, 22 OCT 2014
... network to help clients stay on top of their finances. The advice group has developed a customised version of Moneysoft's automated cashflow software. "For many people, reviewing their finances is a daunting prospect, yet, strong cashflow management ...

Merrill Lynch Equities Australia handed $96,000 fine

MARK SMITH  |  FRIDAY, 12 SEP 2014
... and Investments Commission (ASIC) said the company received the penalty for failing to have in place an appropriate automated price filter in relation to automated order processing for one client account, which interfered with the efficiency and integrity ...

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... With SMART on the netwealth platform, client outcomes can be customised with individual portfolio filters providing automated asset rules including asset exclusions, substitutions and limits. Netwealth has also added an interface with graphical summaries ...

RARE joins Calastone network

MARK SMITH  |  TUESDAY, 2 SEP 2014
... Bernasconi said the efficiency of the Australian industry had increased markedly over the two and half years since Calastone automated the processes of fund/platform communication. "These benefits are real and make themselves felt at all levels," she ...