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Showing 31 - 40 of 44 results for "Stockspot"

Worried parents prefer banks over stocks: Stockspot

EMMA RAPAPORT  |  WEDNESDAY, 17 MAY 2017
... children's financial futures are choosing bank accounts over share investment portfolios as the preferred savings vehicle. A Stockspot report found 85% of parents worry their children will not be able to afford their own home, and 78% are concerned their ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... Robo-advice is now more accessible for accountants via a new program introduced by digital investment adviser and fund manager Stockspot. Having been beta tested throughout 2016, Stockspot has launched its Partner Program to accountants, providing them ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
... members of the FACC are as follows: Craig Banning, Navwealth Group Jenny Brown, JBS Financial Strategists Chris Brycki, Stockspot Steven Dobson, Mal Dobson & Associates Mark Everingham, Personal Risk Professionals Tony Gillett, Retirewell Financial Planning ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
... provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting solution to Stockspot clients, and accountants and advisers in the Stockspot Partner Programme. ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... providing strategic advice (53%), service more clients (43%) and lower the cost of advice (41%). Australian robo-adviser Stockspot said the Investment Trends report supports its anecdotal evidence that financial planners are also positive about robo-advice. ...

Industry heavyweights back listed venture fund

MARK SMITH  |  THURSDAY, 29 SEP 2016
... investors in the float include the founders of some of Australia's most successful fintechs: Timelio's Charlotte Petris, Stockspot's Chris Brycki, Spotcap's Lauchlan Heussler, Macrovue's Sid Sahgal, Jonny Wilkinson and Chris Gilbert from Equitise, Mario ...

Worst 'fat cat' funds have high fee diet

MARK SMITH  |  WEDNESDAY, 28 SEP 2016
Automated investment adviser Stockspot branded 638 funds 'fat cats' in its annual survey of superannuation and managed fund performance, revealing high fees as the force behind underachievement. The study conducted analysis of 3,820 super and managed ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Stockspot has developed a partnership programme for advisers, accountants and other professionals to be launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's ...

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
... credits and tax summaries is now live through a new industry partnership. Automated investment adviser and fund manager Stockspot has teamed with cloud-based SMSF administration software provider Class to deliver the new data connection. The integration ...

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
Automated investment adviser and fund manager, Stockspot, has reduced fees for all clients and eliminated the annual advice fee for investment portfolios under $50,000. Stockpot founder and chief executive, Chris Brycki, said the decision to reduce ...