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financial advice

accountants-and-technology

Accountants global survey shows automation is a new era for the accounting practice

25/04/2017(0)
Global Research: 86% of accountants happy for technology to make admin elements of their job invisible, freeing them to focus on their clients & building their practice Report reveals ... Read More
Eli Broverman

The president of a Robo adviser steps down

06/04/2017(0)
Betterment co-founder and president Eli Broverman has given up day-to-day operation of the digital advice firm to devote his time and energy to finding new technology firms to build. ... Read More
ASIC_regulator

ASIC establishes Financial Advisers Consultative Committee

29/03/2017(0)
ASIC today announced the establishment of the Financial Advisers Consultative Committee, designed to improve industry engagement with its regulator, and revealed its initial membership. ‘ASIC has extensive engagement with ... Read More
business advisory

Online investment advisor now offers human advice with its robo

01/02/2017(0)
Betterment, the largest independent online investment advisor, announced the next evolution of the company with the release of a new service offering, expanding the company’s platform beyond a single ... Read More
ASIC_regulator

ASIC launches new digital toolkit to help Australians navigate financial advice

28/11/2016(0)
A new online toolkit developed by ASIC’s MoneySmart will enable Australians to better understand and navigate the financial advice process. ASIC’s MoneySmart Financial Advice Toolkit is a free educational ... Read More
ubs

UBS Uses Arago’s Artificial Intelligence Platform HIRO™ to Leverage the Potential of IT Automation

20/10/2016(0)
Arago, a pioneer in artificial intelligence (AI) and leader in intelligent IT automation based in Frankfurt and New York City, announced today to partner with UBS AG (“UBS”), the world’s ... Read More
ASIC_regulator

ASIC cancels licence of Pacific Millennium International Investment Group Pty Ltd

05/08/2016(0)
ASIC has cancelled the Australian financial services (AFS) licence of Pacific Millennium International Investment Group Pty Ltd (PMIIG) after it was found to have breached the obligations of a ... Read More
ASIC_regulator

ASIC consults on proposed guidance about ‘robo-advice’

22/03/2016(0)
ASIC today released a consultation paper and a draft Regulatory Guide on regulating digital financial product advice (also commonly known as robo-advice). ASIC Commissioner John Price said, ‘ASIC is ... Read More
Robo Advisors

Robo financial advising on the rise, but gen Xers still prefer the human touch

18/02/2016(0)
Despite the growing popularity of online financial advice (known as robo-advisors), personal relationships with human advisors remain important for many Americans, according to Generations Apart – a recent study ... Read More
Broker Cyprus TopFX