Advice

Dec
19

Merger Creates Powerful Fixed Interest Investment Player in the Australian Market

Trustees Australia (ASX:TAU) and the new fintech marketplace operator, Cashwerkz, are excited to announce a merger where by an established business with plenty of FUM (funds under management) but no platform, effectively buys a brand new platform with a growing distribution network.   The combined business will serve retail customers, the financial planning industry, and […]

By Australian FinTech | Investing . Robo-Advice
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Dec
19

A broken chain of investment providers: why investors pay the price

by Doug Morris, CEO, Sharesight Buying food from a shop is so simple, it’s something many of us take for granted – but it doesn’t have to be. Instead of taking say, a carton of eggs to the checkout, imagine having to first ask the farmer if they’re free-range or caged, the grader for the […]

By Reposted by Australian FinTech | FinTech . Investing
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Dec
08

Lindsay Tanner  joins robo-advice brigade at Six Park

To what extent can a robot replace a human financial adviser? Former federal finance minister Lindsay Tanner reckons he has an answer to this vexed question. Although Australian investors have seen a range of technology-enabled investment options come to the local market in recent years, the launch of robo-advisers poses one of the more interesting […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
29

Australians are starting to think robot financial advisers might be a good idea

The use of automated investment services, or robo-advice, is still small in Australia but is growing fast. The latest research by analysts Investment Trends shows 27% of online investors have heard of robo-advice, up from 19% just six months ago. Robo-advice, the field of online investment and savings platforms where face-to-face is replaced with automated […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
22

We need plans for when robots are in driver’s seat

Financial services companies, including technology-oriented fintech start-ups, are emerging to challenge the roles of banks and the large financial institutions. Fintechs are rapidly transforming and disrupting the marketplace by providing digital or “robo-advice” using highly sophisticated algorithms operating on mobile and web-based environments. Last month, the Minister for Revenue and Financial Services, Kelly O’Dwyer, announced […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
18

Logging on to the future of financial advice

For hundreds of thousands of investors around the world, the future of financial advice is already here. There is as much as $US300 billion ($392 billion) of funds under the management of robo advisers – computers powered by algorithms that can buy and sell on your behalf – with that figure expected to rise to […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
17

Acurity Online to launch actionable advice solution for superannuation funds

IRESS has accelerated online superannuation portal Acurity Online to draw on IRESS’ advice technology to demonstrate the direction of integration for Acurity and XPLAN, and enhance member engagement. The announcement follows IRESS’ acquisition of Financial Synergy last month. The solutions draw on XPLAN’s multi-channel advice technology. Acurity Online is an online superannuation portal for members, […]

By Australian FinTech | FinTech . Investing
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Nov
08

Moneysoft launches new package designed to boost client engagement, satisfaction and revenue

Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service to their clientbase. Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and […]

By Australian FinTech | FinTech . Investing
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