Viewing entries tagged with 'Robo Advice'

Local financial services companies overestimating the impact of start-ups

10 April 2017 Financial advisory and auditing firm PwC says New Zealand financial services firms are too focused on start-ups and not focused enough on themselves and existing competitors when it comes to potential for technological disruption. More>  

Robo development under way

8 March 2017

Goodreturns: DLA Piper senior associate Geoff Ward-Marshall says his firm’s clients are already looking at how their roboadvice offerings will take shape in the new legislative environment. More>

Vanguard Australia founder to raise $6m for robo adviser

18 January 2017

A Sydney-based robo adviser set up by Vanguard Australia founder Jeremy Duffield and a former Westpac executive plans to raise up to $6 million to roll out its platform to some of Australia's largest profit-for-member funds. AFR.  More>

The emerging "robo embracer"

11 January 2017 As firms and advisers look to adopt and market automated digital advice services, it’s important that they understand who the potential early adopters are. More>

Robo advice "essential"

25 November 2016

Advice businesses are being told it should now be much cheaper and easier to set up roboadvice platforms  - and soon a good robo offering will be expected by clients.  More>