Search Results | Showing 321 - 330 of 353 results for "Robo" |
| | | ... products, industry funds providing internal advice to members, accountants with Australian Financial Services Licences and "robo-advice" providers (at the lower end of the market) - are getting better at segmenting their client-bases around digital communication ... |
| | | | Yellow Brick Road is launching GURU, a robo-advice platform that generates a holistic financial "roadmap." GURU is the first step in YBR's new low-cost advice model, and it can factor in savings, investments, liabilities, insurance and financial goals ... |
| | | | ... scenario of retail wealth managers being under disruptive attack does not include reference to FOFA or the expected impacts of Robo Advice platforms - both of which are widely anticipated to accelerate the growth of SDI products. While investment managers ... |
| | | | Financial services professionals must embrace robo advice rather than fear it, according to industry research veteran Maggie Callinan. In her presentation at the recent MAX Forum in Sydney, former senior manager of investment research at Perpetual Private ... |
| | | | ... who might want to make changes to their insurance or super at 11pm on a Saturday night. Van Wyk added QSuper does not see robo advice as a threat or disruptor and sees the technology that drives it [robo advice] as an enabler. Milliman head of analytics ... |
| | | | It's the Fed one day, Grexit the next. It's a deal! Yes Virginia, this morning's headlines were full of it -- stories that a deal had been struck between Athens and Brussels. Never mind the after-reports that European Commission Vice President Valdis ... |
| | | | Independent licensee Spring FG has acquired Digifi Group, a company specialising in 'robo-advice'. Digifi's websites SharecafA(C) and Sharescene have more than 70,000 members and attract more than 7,000 unique visitors each day. The acquisition more ... |
| | | | ... 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 and Advocacy (OIEA) and the Financial Industry ... |
| | | | Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ... |
| | | | Venture capitalists, among others, are investing heavily into financial robo advice models yet industry heads say many questions remain unanswered. At a recent Association of Superannuation Funds of Australia (ASFA) forum, Mercer Innovation Hub leader ... |
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