What is ROBO advice?
How does it work, and how can an organisation such as a bank, or broker add a digital platform to their list of wealth advisory products and services ?
In this podcast Quantifeed Senior Executive Strategic Partnerships, Graeme Brant, who is based in Sydney, discusses these issues in the Australasian context and also reviews the current successful digital advisory platform rollout by Singapore headquartered DBS.
White label Robo Advice solutions: what, why and how ?
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We sat down with Jon Glass, retirement expert and speaker, to discuss his essential methods and recommendations for guiding his clients toward a fulfilling retirement.
The contents of this podcast and video are general financial advice only.
That means the advice does not take into account your objectives, financial situation or needs.
Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information.
If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.
The Datt Absolute Return Fund has just posted a 15% p/a average return as it celebrates its 3-year milestone. Founder and portfolio manager Emanuel Datt discusses his eclectic investment style with the Inside Network’s Peter White and explains why Tin (and other metals) are in his sights.
Hayden Nicholson ETF/LIC Specialist at Bell Potter Securities discusses everything LICs (Listed Investment Companies) and what comes after them with Peter White from The Inside Network.
An in depth interview to uncover the impending changes to superannuation system and move towards passive and factor investing in light on the APRA heat maps, with Chris Briant, Head of Parametric in Australia.
The CURE ETF has offered performance since inception of 27.2% pa (compared to the S&P500 offering 13.1% and S&P Global 1200 Healthcare offering 10%).
The Evergreen Responsible Investment Grading Index (ERIG Index) assigns responsible investment grades to managed funds, providing financial advisers with a powerful tool for portfolio analysis and product search using RI filters. Evergreen Consultants Director Angela Ashton believes this Index will provide a clear definition and framework for Responsible Investing.
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The Datt Absolute Return Fund has just posted a 15% p/a average return as it celebrates its 3-year milestone. Founder and portfolio manager Emanuel Datt discusses his eclectic investment style with the Inside Network’s Peter White and explains why Tin (and other metals) are in his sights.
The Evergreen Responsible Investment Grading Index (ERIG Index) assigns responsible investment grades to managed funds, providing financial advisers with a powerful tool for portfolio analysis and product search using RI filters. Evergreen Consultants Director Angela Ashton believes this Index will provide a clear definition and framework for Responsible Investing.
Hayden Nicholson ETF/LIC Specialist at Bell Potter Securities discusses everything LICs (Listed Investment Companies) and what comes after them with Peter White from The Inside Network.
Australian superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs. In our new Shed Chats #podcast featuring the latest research, Parametric Managing Director of Research (Australia) Raewyn Williams points out that ignoring the tax consequences can potentially cost the portfolio 13 bps – a leakage exceeding the transaction costs by more than six times.
An in depth interview to uncover the impending changes to superannuation system and move towards passive and factor investing in light on the APRA heat maps, with Chris Briant, Head of Parametric in Australia.
IN Chats with Quantifeed and Franklin Templeton discussing the future trends in robo advice and digital wealth.
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