robo advice

Aug
20

Advisers with robo capabilities will have an edge

While standalone robo-advice won’t attract affluent investors, it will offer a competitive advantage to traditional wealth managers over competitors, GlobalData says. The research company said that robo-advisers alone didn’t attract assets under management, and that high net worth (HNW) investors generally only entrusted small portfolios to digital-only platforms. GlobalData’s Technology in Wealth Management: Drivers for […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Aug
07

Clover: Now new investors needn’t depend on beginner’s luck

Your first foray into the world of finance is a daunting one. With Clover, you know exactly where to step. Taking risks in the complex world of finance can be a daunting prospect for inexperienced investors. The challenge of entering the share market can be like contemplating a swim in the Alligator River and these […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Aug
03

SuperEd adds B2C with Retirement Essentials merger

Personalised digital advice provider SuperEd will add a unique retiree service for super funds and secure a direct-to-consumer offer after finalising its merger with consumer advice platform Retirement Essentials. Retirement Essentials provides retirees with a concierge service which guides them through Centrelink’s complicated Age Pension application process. After the merger, SuperEd will become the only […]

By Australian FinTech | FinTech . Robo-Advice
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Jul
19

CFA exam to include blockchain and cryptocurrency parts from 2019

With cryptocurrencies here to stay, education needs to start meeting student and employer demand. Blockchain technology and cryptocurrencies will be making an appearance in the level I and II Chartered Financial Analyst (CFA) exams from 2019 onwards as part of a broader new reading called Fintech in Investment Management. The material will be released in […]

By Reposted by Australian FinTech | Bitcoin . Blockchain . FinTech . Robo-Advice
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Jul
10

Robo-investment – Retirement takes the crown

A customer insights study by automated investment service Six Park has found that more than half its clients are using the robo-investment service to grow wealth outside of super (36.5%) and for retirement savings (28.6%). These long-term goals ranked higher than the desire to save for property or saving for short-term goals such as holidays […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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Jul
09

AFL’s Ted Richards and the human side of robo-investing

There is a lot of talk about the entry of ‘robo advisers’ into the financial advice market. Revelations by the banking royal commission have accelerated calls for technology to provide the answer to the broadening trust deficit and intractable problem of advice being too expensive for the average investor. However, despite these tailwinds, the take […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jun
28

CIPR framework timely but questions remain

The retirement income strategy and implementation timeline proposed in this year’s Budget is “workable and sensible” but there are concerns the Federal Government should quickly address. This is according to SuperEd, the robo-adviser aiming to improve retirement incomes. In its submission paper to the Retirement Income Covenant Position Paper, SuperEd said it fully supports the […]

By Reposted by Australian FinTech | FinTech . Robo-Advice
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Jun
20

Quantifeed eyes Australian expansion with $13.5m raising

The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based asset manager Legg Mason, and will go towards Australia and Asia Pacific growth. “We will […]

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