financial planning

Oct
17

Money for millennials: six popular investment options

Millennials have been locked out of the housing market, so are there other avenues of investment open to them? Certainly, the finance industry is working hard on creating products for younger people, but where to turn? The plan for young Aussies has always been: work hard, save your money, buy a house, start a family, […]

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

Can robots beat humans as financial advisers?

Jason Lim wants to save enough for a deposit on an apartment but was earning next to nothing by having his money with his bank. He wanted to get some advice on where to invest his money, but a traditional adviser was not for him. “I wanted to earn more than I could get with […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Oct
12

InvestmentLink provides Midwinter advisers with real-time access to client data

InvestmentLink, Australia’s largest independent financial data source, today announced Midwinter as the first financial planning software company to use the new RealTime (ILRT) data service. ILRT has been specifically developed for the growing fintech sector, providing advisers with enhanced access to client data via their software providers. ILRT extends the range of data feeds that […]

By Australian FinTech | FinTech . Investing
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Oct
11

How can I better manage my portfolio?

Managing your own portfolio means you can minimise fees and maximise returns, but if you’re not using the right tools, you could be creating more work for yourself. Here are some handy ways to make investing easier. If you’re a retail investor in Australia and you’re not using technology, you are probably missing out. There […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Sep
20

An Aussie fintech startup is helping financial advisers fight back in the war against robots

It’s not exactly bleak, but the future for financial advisers – humans ones – is a littler cloudier now than it has been in the past. Cheap roboadvice products are infiltrating the market, offering easy-to-use products, advice and even investing money on a user’s behalf. The key word is “cheap”, as the traditional perception of […]

By Reposted by Australian FinTech | FinTech . Robo-Advice
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Aug
31

ASIC lays out robo-advice rules for financial services

The corporate watchdog has published its guidelines for financial services companies offering so-called robo-advice in the burgeoning automated advice sector. The Australian Securities and Investments Commission has laid out what constitutes personal advice as opposed to general advice to clarify when an Australian financial services (AFS) licence is required by companies providing automated advice using […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Aug
23

Class partners with MA Operator

Class, the developer of Class Super and Class Portfolio, has partnered with MA Operator, a new fintech which provides managed account and direct client portfolio services for financial advisers.   The partnership will enable Class users to securely and instantly automate client data entry and synchronise transactions in MA Operator. This will further increase the […]

By Australian FinTech | FinTech
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Jul
27

Stockspot launches AI for financial advice

Local automated investment adviser and fund manager Stockspot has announced a move into artificial intelligence and machine learning, launching what it says is Australia’s first digital financial assistant. Stockspot founder and CEO Chris Brycki said the AI functionality analysed the data of thousands of clients and made targeted recommendations, helping investors optimise their portfolio as […]

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