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Showing 71 - 80 of 353 results for "Robo"

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

COVID-19 spurs robo-advice demand

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
The global pandemic has not only changed the way consumers buy goods and services, but also spurred stronger demand for robo-advice to help improve their financial wellbeing, a new survey finds. Software firm Oracle's Money and Machines 2021 report ...

NZ overhauls regulation of advice

JAMIE WILLIAMSON  |  FRIDAY, 19 MAR 2021
... The way in which financial advice is regulated in New Zealand has changed, with a host of new requirements introduced and robo-advice now subjected to the same rules as advice delivered in person. From March 15, all providers of financial advice to retail ...

Goldman Sachs launches robo-adviser

KARREN VERGARA  |  FRIDAY, 19 FEB 2021
Goldman Sachs has launched a robo-investment offering that helps retail clients achieve their financial goals by automatically rebalancing their portfolios with the use of exchange-traded funds. Marcus Invest offers over 50 ETF products invested in ...

Wage subsidy to rescue advice industry

ELIZABETH MCARTHUR  |  FRIDAY, 12 FEB 2021
... recruiters of financial advisers with Profusion over the past 12 months. Large super funds have been focused on their digital or robo-advice offerings as they look to reduce costs and staffing requirements, he says. Intra-fund phone-based teams have ...

Iron Man launches VC funds

KARREN VERGARA  |  TUESDAY, 2 FEB 2021
Actor Robert Downey Jr has launched two venture capital funds that invest in technological solutions that tackle environmental challenges. FootPrint Coalition Ventures comprises two funds - an early-stage Series A and late-stage Series B - led by Downey ...

Sayers hires tech experts, launches new unit

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
The investment advisory boutique has made several key appointments in a bid to ramp up its technology and platforms business. Amberjit Endow will lead Sayers' new business, which is launching in early 2021. He joined from Deloitte where he was a ...

Technology a tool not a threat: Avaloq

ANNABELLE DICKSON  |  THURSDAY, 17 DEC 2020
The implementation of technology to front, middle and back office functions will result in more efficiency and the delivery of a superior service, new research shows. A new study by Avaloq, The Front-to-Back Office Report - How are functions in the ...

Advisers should service cashed-up investors: FCA

KARREN VERGARA  |  FRIDAY, 4 DEC 2020
... advisers held a valid qualification called the Statement of Professional Standing, a slight increase from 97.5% in 2017. Robo-advice is deemed to be on the increase. Estimated assets under automated-advice services went up from £400 million in 2016 ...

Trading platform partners with Sharesight

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
... Macquarie Bank cash management accounts. Perth-based Clark added that the platform will launch a research functionality and offer robo-advice over the next six to 12 months. Sharesight chief executive Doug Morris said: "Self-directed investors seeking ...