|Search Results||Showing 1 - 8 of 8 results for "Robo adviser"|
|... 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 ...|
|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 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-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 ...|
|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 ...|
|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 ...|
|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 ...|
|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 ...|
As investors seek to integrate ESG data into their investment processes, they can mistakenly conflate ESG scores in practice with more familiar financial quality metrics, new research from Eaton Vance has revealed.
One of the nation's largest super funds has joined forces with Women's Legal Service Victoria (WLSV) to simplify the process of splitting super assets.
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%.
The executive manager of operations at a $17 billion industry superannuation fund resigned recently, with a replacement yet to be appointed.
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