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| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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. ... |
| | | ... 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 ... |
| | | 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 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 ... |
| | | ... 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 ... |
| | | 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 ... |
| | | ... inside the top 10 included OFX (formerly OzForex), Vend, and Invoice2go. Automated investment adviser and fund manager Stockspot was a notable wealth management addition inside the top 50. At the launch Federal Senator Arthur Sinodinos said Australia's ... |
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