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DIGITAL ADVICE
Financial planning
Financial advisers may emerge as one of the few winners from the COVID-19 pandemic but they will have to play their cards right, according to new research from KPMG....
Tools & guides
The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes...
Financial planning
Renaming ‘general advice’ will be crucial to the manner in which digital advice is delivered in Australia and how it sits alongside traditional advice models, according t...
Financial planning
AMP Wealth chief executive, Alex Wade, has called for an industry push to move beyond the focus on face to face advice by opening up digital channels....
People & Products
Digital advice solution provider, Quantifeed, has opened an Australian office to meet growing demand for digital wealth advice. ...
Superannuation
Industry funds-owned IFM Investors has further backed Decimal Software’s roll out of digital advice services to the superannuation industry....
Financial planning
Industry funds should embrace digital advice to provide “incremental advice” to retain superannuation members....
Financial planning
APP Securities Pty Ltd and Ignition Wealth have today announced a partnership for the provision of digital financial advices to APP clients....
Financial planning
VicSuper has announced the launch of Beeline, a free digital advice service designed to boost member engagement and provide advice on contributions and asset allocation....
Superannuation
A new survey showed superannuation funds in Australia have an appetite for digital advice but more work to do when it comes to its adoption....
Financial planning
Decimal has partnered with Mercer to offer digital advice through the Eqilize platform....
Features
Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between consumer-focused robo-advise...
Financial planning
ASIC has refused to grant relief to an entity seeking exemption to hold an AFSL to develop and use a robo-advice tool for use by super fund trustees on their websites....
Features
Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....
Financial planning
Digital financial advice will be the expected service offering by financial planning businesses in 2017, and they will not have to refund fees due to non-service, Ignitio...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...