Search ResultsShowing 1 - 8 of 8 results for "Robo adviser"
What is holding Aussie robo advisers back?
KANIKA SOOD  |  WEDNESDAY, 14 AUG 2019
... 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 ...
Robo-advice register launches
KARREN VERGARA  |  TUESDAY, 23 OCT 2018
Adviser Ratings has launched a new website that compares a multitude of robo-advisers in the market. The Robo Adviser (Smart Tools) register profiles 36 financial management fintech solutions sold directly to consumers that provide budgeting, trading ...
Robo-advisers expected to meet fiduciary rule
ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
Robo-advisers in the US will be subject to the same fiduciary obligations as regular human advisers, the US Securities and Exchange Commission has said. According to reports the new chairman of the SEC, Jay Clayton, is directing the SEC Division of ...
Robo is the adviser's new best friend
KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. The combination of lower fees, greater transparency and a simplified user experience has driven the growth ...
Future of advice is bionic, not robo
KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
The future of financial advice will not be dominated by robo advisers but instead will be bionic, empowered by continual improvements to technology. Speaking at a media briefing in Sydney, Colonial First State general manager products and investments ...
Fears of increased compliance costs misguided
JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
A financial services technology firm says transparent risk and governance measures have always been fundamental to the delivery of 'true' digital financial advice. Decimal believes compliance should already be at the core of robo-advice platforms utilised ...
Robo advice set to fail: Morningstar
KERRIE SYDEE  |  FRIDAY, 20 MAY 2016
Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ...
Australians demanding robo-advice from super funds
ALEX BURKE  |  THURSDAY, 12 MAY 2016
Over a third of Australians (36%), who otherwise wouldn't or couldn't afford to see a financial planner, want their super funds to provide robo-advice services, according to the Investment Trends 2015 Direct Client Report. The report, based on a survey ...
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