Advice

Mar
03

Aussie trade body wants to ban the term robo-advice

TAA is calling for the term ‘intra-fund advice’ to be renamed ‘intra-fund information’ and robo-advice to be changed to robo-information.

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Feb
17

55% of Aussies would trust a robot for financial advice

Research revealed that COVID-19 has reshaped the role and focus areas of corporate finance teams and personal financial advisors.

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Feb
11

Praemium reports 69% growth in FUA for 1H21

Praemium has reported a record growth of 69% in funds under advice (FUA) to $34.3 billion for the half-year ending 31 December 2020.

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Jan
07

Can you deliver a truly personal service without automation?

A hybrid approach, which combines the best of robo-solutions with the high-touch personal service of wealth managers moves the conversation forward.

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Dec
10

Advice fee consent infrastructure-as-a-service live in January 2021

Iress has announced a January 2021 go-live for phase one of its blockchain-based infrastructure-as-a-service supporting the wealth industry.

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Nov
30

CDR poses risk and opportunities for brokers

The mortgage industry believes that the introduction of Consumer Data Right and Open Banking could hold opportunities for brokers.

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Nov
26

Iress confirms post-OneVue advice service play

Iress will combine OneVue’s managed fund registry with the Iress financial advice and trading front-end technologies.

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Nov
24

Wealth Today improves compliance efficiency with new advice technology from Midwinter

Midwinter Chief Operating Officer Jeff Hall said the trend to smaller advice practices made the choice of advice technology more important than ever.

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