Robo-Advisors: Bringing Mass Marketing to Financial Planning

Mass marketing is an effective, important part of an overall marketing plan, but there is an appropriate time and place for it.

Television commercials, radio ads, print ads—all of these approaches can be successful in conveying certain impressions of a company. Associating it in a consumer’s mind with something happy, trustworthy, and valuable and quickly conveying a broad overview of the products and services it

Robo-advice not holistic


Robo-advice should be a holistic investment tool that educates investors

Many current robo-advice models fail to consider the investments investor already have, both outside and within superannuation, which could lead to poor outcomes for investors, InvestSmart said.

The online financial services portal argued robo-advice as it stands directs investors to risk-profile ‘matched’ portfolios, without a holistic approach.

Chief executive, Ron Hodge, said many online investment

Pershing 3rd Annual Advisory Success Study in the New Digital Age


New Era of Digital Enablement / Beyond Advice – Enablement

On average, young investors don’t have the assets that thier elders have acquired over their lifetimes. Yes advisors often require clients to have a
minimum of assets in order to service their accounts. However, with the assistance of digital advice, that asset minimum is declining as productivity
gains make it feasible to serivce smaller accounts.

Centrepoint trials robo-advice

Robo-advice trial was covering simple risk and superannuation needs for entry level clients.

De Zwart declined to name the service provider that was working with the CAF’s salaried advice group — Alliance Wealth — but said the trial was covering simple risk and superannuation needs for entry level clients.

He said the trial was part of ongoing investment into the business over the past 12

Top 10 Robo Advisors Ranked: Best Automated Online Investing Services

Top 10 Robo Advisors Ranked: Find the Best Automated Online Investing Services

Moore’s Law projects that computers will equal the processing power of the human brain by 2025. In the meantime, hand over your retirement account.

NEW YORK (MainStreet) — The smart money machines are getting smarter, cheaper and are proliferating at Terminator speed. Intelligent machines not only want to assimilate our middle class jobs,