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Showing 41 - 50 of 353 results for "Robo"

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... impact financial adviser numbers which are dwindling, someone has to fill the gap," he said. "I don't know if that's robo advice, possibly." What is needed for sure is more information on the ageing population called longevity literacy, said ...

ASIC bans Gold Coast businessman

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
ASIC has banned a Gold Coast director from providing financial services for four years after discovering his business leased an algorithmic trading program and operated without a licence. Gregory William Finerty, the sole director of Bradford AI, has ...

UK regulator looks to simplify advice

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... relating to advice costs for consumers. Our aim with this is that the price of existing advice provided by humans, rather than robo- or auto-advice, should reduce. This should see a greater number of consumers willing to consider advice and a smaller ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...

Legalsuper launches new member portal

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... solutions for members." The offer builds on an existing partnership between legalsuper and Link Group, who last year launched a robo-advice service for users.

BlackRock, NAB Private Wealth unveil iShares ETF suite

CASSANDRA BALDINI  |  WEDNESDAY, 17 AUG 2022
BlackRock has launched its iShares ETF suite in collaboration with NAB Private Wealth, listing three new products including a first of its kind thematic ETF. The new funds listed today are the iShares Balanced ESG ETF (IBAL), the iShares High Growth ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

APAC market to reach $811.5bn by 2030

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... three-fifths of the total market share and is expected to continue its leadership status over the next decade. Though, the robo-advice segment is estimated to register the highest compound annual growth rate of 24.2% from 2021 to 2030. The emergence ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... plans in spite of stressed market conditions. Younger investors, particularly millennials have led the way in the use of robo-advice and digital apps. More than 70% of millennials prefer technology platforms and tools to human assistance. Nevertheless ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... investable assets of $100,000, found millennials are far more likely to work with a financial professional than rely on a robo-adviser to manage their investments. According to the report, 59% of millennials have a professional financial adviser. This ...