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Showing 321 - 330 of 353 results for "Robo"

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
... 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 ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
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 ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... 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 ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
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 ...

Super funds advised to be smart with technology

DARREN SNYDER  |  THURSDAY, 4 JUN 2015
... 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 ...

Who's scared of Grexit or lift-off?

BENJAMIN ONG  |  THURSDAY, 28 MAY 2015
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 ...

Spring FG acquires robo-advice company

MARK SMITH  |  THURSDAY, 14 MAY 2015
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 ...

SEC and FINRA issue robo warning

ALEX DUNNIN  |  TUESDAY, 12 MAY 2015
... 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 ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
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 ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
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 ...