robo advice

Aug
08

Fear and loathing from Silicon Valley

By Jacqui Henderson, Founder & CEO – Advice Intelligence An all-pervasive feature of modern life is the speed of technological change, and of our collective capacity to adapt to the multiple impacts of change. It is natural to question the benefits: does the constant challenge to keep up and adapt simplify my life or make […]

By Australian FinTech | FinTech . Robo-Advice
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Aug
07

Advice practices need to pay attention to next disrupters

Managed accounts, robo-advice, and scaled advice are going to be the norm in the next two to three years, Netwealth believes. Presenting at Money Management’s Fintech, Platform and Wraps conference on Thursday, Netwealth head of managed accounts – strategy and development, Steve Thomas said advice businesses were not fully across technologies that were available. Thomas […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Aug
01

Intiger hopes BOOM will be hit with financial planners

ASX-listed fintech Intiger Group Limited has launched a back-­office online management portal, BOOM, to give the financial ­industry a leg-up in tackling compliance and administrative costs. The portal runs as a Software as a Service solution and delivers every administrative process ­advice document that users need to run their practice. Advisers can order administrative process […]

By Reposted by Australian FinTech | ASX . FinTech . Investing . Robo-Advice
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Jul
25

Search for 2017 Fintech 100 innovators kicks off

Nominations are now open for the 2017 KPMG & H2 Ventures Fintech 100, the annual list designed to recognize leading fintech innovators.   Visit www.fintechinnovators.com by Thursday, 31 August 2017 and nominate your company, or any fintech you think should be considered for the Fintech 100.   The Fintech100, available at www.fintechinnovators.com, is compiled by […]

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Jul
25

Former Wallabies captain Stirling Mortlock makes the jump to robo-advice

Robo-advice is the new black – or the new gold as the case may be – with former Wallabies captain Stirling Mortlock jumping ship from NAB to join former UBS fund manager Chris Brycki at Peak Advisors. There is little detail on Peak’s website about its business or its staff: “We work with high-net-worth individuals […]

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

Stockspot founder Chris Brycki’s money is on robo-advice

Chris Brycki is the man behind Stockspot, one of Australia’s first companies to offer what has come to be known as “robo-advice”. Stockspot recently made headlines after Graham Tuckwell, the Australian tycoon behind London-based ETF Securities became an investor. Brycki first came to the market’s attention in 1999 when as a schoolboy he became one […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jul
14

Fintech players winning with disappointed advisers

Newer advice technology providers have defeated their more established competitors in securing the top spot for adviser platform satisfaction, despite industry-wide disappointment in current tech options. According to the latest Investment Trends Planner Technology Report, newer platforms are gaining momentum in the industry and threatening more established players. CFS FirstChoice and BT Wrap are the […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jul
06

Optimo introduces robo platform

Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial advisers and paraplanners, using an algorithm developed with a goal orientated approach. In a statement, Optimo said the […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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