Robo-advice transcends age stereotypes: Sargon
Users from right across the age spectrum are embracing robo-advice, breaking “tired stereotypes” around age and digital engagement, according to fintech Sargon’s research into usage of its digital advice platform. ...
Robo-advice transcends age stereotypes: Sargon
Users from right across the age spectrum are embracing robo-advice, breaking “tired stereotypes” around age and digital engagement, according to fintech Sargon’s research into usage of its digital advice platform. ...
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Practices should outsource portfolio management: SSGA
Advice practices should outsource their portfolio management as well as articulate the benefits of model portfolios to clients for business growth, according to report from State Street Global Advisors. ...
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Digital solutions could fill advice gaps for SMSF trustees
Digital advice could assist ageing clients in having their advice needs met around their self-managed super funds as more financial planners exit the industry following the FASEA reforms. ...