robo advice

Super funds have battled with providing financial advice for decades but have not yet found a solution that can make it affordable and efficient for millions of low-balance members. Digital advice – including ‘robo’ – which in theory solves the affordable problem, has also been a decades-long dream for Australian wealth management, a revolution in…

As the world undergoes potentially the greatest economic calamity since the 1930s, Australians of all ages are experiencing anxiety and fear about their financial wellbeing. In fact, the great majority of Australians do not have a relationship with a financial advisor. According to the latest research by AMP, the advice gap is wide and getting…

Australia, like the rest of the developed world, is on the verge of the largest intergenerational wealth transfer in history. It’s estimated more than $3 trillion will change hands over the next 10 to 20 years as the Baby Boomer generation pass on their wealth to others.