robo-advice

Post-Retirement

Robo-advisers on the march

BT Financial is testing ambitious robo-advice software that will assess areas of inefficiency across an individual’s superannuation, insurance, investments, mortgages and banking. The Wealth Review will be offered free to all customers and will be sent out in targeted campaigns to specific age groups in the coming months. The program works by requesting information from […]
Investment Strategy

Move to digital allows better compliance with ASIC

The development of digital platform is enabling funds to better comply with the Australian Securities and Investment Commission (ASIC) by automating compliance and providing documentation of key data sets related to members. State Super Financial Services’ use of digital platforms means defined parameters are set around the advice the fund’s advisers can give, as the system […]
Post-Retirement

Ground-breaking retirement solution on public view, June 1

The creators of the most advanced program to calculate optimal investment and consumption strategies for retirees are to make a public demonstration of their work in Melbourne on June 1. David Schneider, head of research at UniSuper, plus Paul Newfield and Jeffrey Chee, both senior actuaries at Towers Watson, will speak at an Actuaries Institute […]
Post-Retirement

World’s first adaptive DC retirement model developed

A revolutionary program that offers robo-advice on optimal investment plans for individuals could change the face of retirement offerings for superannuation funds. The model, which has been created by three actuaries, factors in detailed statistics on investment, health and mortality, alongside personal data on wealth, income requirements and risk preferences. The multiple inputs have been […]
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