Search Results | Showing 51 - 60 of 232 results for %22Robo adviser%22 |
| | | ... with the goal of improving client engagement, and possibly -- down the line -- retention. "I really don't like the term robo advice. Clients look at the relationships," Calder said. "People are so unconnected to emails," he said, pointing to successful ... |
| | | | ... submission to the Select Committee on Financial Technology and Regulatory Technology, ASIC has claimed it is "supportive" of robo-advice, though harbours concerns around its ability to meet the best interests duty. The regulator said it has met with ... |
| | | | A $3.3 billion industry superannuation fund revealed it has put an investment adviser on watch in relation to ESG concerns. First Super said Orbis Investment Advisory is on watch due to its approximately 23% holding in XPO Logistics. XPO Logistics is ... |
| | | | ... which help clients change their financial behaviours were crucial, and will ensure human advisers continue to play a role. "Robo-advice can give you technically correct optimisation across tax, investments, Centrelink and the age pension. But it actually ... |
| | | | The $170 billion super fund is looking at robo advisers as a potential solution for providing financial advice to its members but says it's early days. "We are looking at it but we haven't got any plans for any imminent introduction," AustralianSuper ... |
| | | | A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ... |
| | | | ... to forever alter how people expect to receive and pay for retirement advice. New insights from the research house suggest robo-advice is not the only channel through which the advice industry will be changed by technology. Superannuation funds will also ... |
| | | | ... significantly cheaper than Vanguard Personal Adviser Service's annual cost of 0.30%. Charles Schwab has taken low-fee robo-advice to another level though, charging a US$300 for enrolment and then a flat US$30 a month advisory fee for Schwab Intelligent ... |
| | | | ... assess the added value of individual advice, and test how different delivery models - such as traditional face-to-face and robo-advice - can work together to assist people transition to retirement. "This research has the potential to rescript how we ... |
| | | | ... personal financial questions to determine their risk profile through an algorithm. Based on this risk profile, the robo adviser recommends the client a portfolio that is often built with low-cost investment options such as ETFs. "Just because a wealth ... |
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