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Also in news.moneymanagement.com.au

Robo-advisers encouraged to monitor themselves

 
  Aug 31, 2016 
 
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Event

Annual Risk Policy & Awards Breakfast

Tickets are now on sale for the Annual Risk Policy & Awards Breakfast. Buy your table of 8 today before they sell out! Read more

Latest News

Robo-advisers pushed to self-monitor

ASIC has released a regulatory guidance for digital advice providers which requires them to monitor and test their own algorithms on a regular basis to ensure advice is appropriate. Read more
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YBR reports loss after consolidation

Yellow Brick Road reported losses for its consolidated entity as well as its EBITDA after announcing a shift to a franchise model earlier this month. Read more

AFA EGM receives required support

The AFA has received the required number of forms needed for an extraordinary general meeting. Read more
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Event

Women in Financial Services Awards 2016

Tickets are selling fast! Book your table of ten today! Read more

Latest News

SMSF advisers move towards SMA platforms

Three-quarters of SMSF-focused advisers using platforms with established managed accounts are expecting to increase their on-platform FUA, according to Tria. Read more
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Centrepoint and CFS platform reaches $1b

Centrepoint and CFS’ Investment Exchange platform has reached $1 billion in FUA thanks to its open architecture approach. Read more

Empirics launches member analytic platform

Link Group’s Empirics has launched a platform that delivers member insights and analytics to help super funds and their business partners find new prospects. Read more
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Big four banks’ consumer satisfaction up in July

The satisfaction level among customers of the ‘big four’ banks was higher in July, according to Roy Morgan Research. Read more

Millennials continue to spend big on ATMs

New findings from Westpac show that the youngest adult generation willingly spend money on expensive international ATM fees. Read more
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Rate the Raters

Zenith grabs gold from fund managers

Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop in performance, Oksana Patron writes. Read more

Editorial

What advisers can gain from social listening

Eric Blewitt points to the benefits of social media for financial advisers and listening to the questions, not the answers. Read more

No unscrambling the LIF omelette

There can be no doubting how many life/risk advisers remain aggrieved by the LIF outcome, but bi-partisan Parliamentary support means there is no unscrambling the omelette, Mike Taylor writes. Read more

Features

Mind the retirement gender gap

Employer initiatives, government policies, and legislation are all needed to help close the gender gap in retirement. While the Senate inquiry and Budget proposals seem to be paving the way, more needs to be done, Jessica Amir finds. Read more

Planner needs driving platform developments

Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the availability of annuities. Read more
 
 
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