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Viewing entries tagged with 'Robo Advice'

Local financial services companies overestimating the impact of start-ups

10 April 2017

Interest.co.nz: 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

FinancialPlanning.com: 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. Goodreturns.co.nz.  More>