Venture capitalist Ben Chong says big super funds should emulate SMSF providers that partner with fintech to integrate robo-advice.
Ben ChongFebruary 9, 2018
Pension phase experts have singled out placing retirement income projections on statements as a top priority for improving member outcomes.
Dan PurvesApril 19, 2017
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 […]
David RowleyNovember 26, 2015
AustralianSuper aims to substantially boost its level of digital advice engagement with members over the next 12 months, according to a senior member of its advice team. “Traditionally industry funds have had a very high level of disengagement…but we are starting to see, as people are in the system a bit longer, that’s starting to […]
Glenn FreemanAugust 26, 2015
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 […]
Dan PurvesJune 4, 2015
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 […]
David RowleyMay 18, 2015
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 […]
David RowleyMay 11, 2015