Playing

White label Robo Advice solutions: what, why and how ?

What is ROBO advice?

How does it work, and how can an organisation such as a bank, or broker add a digital platform to their list of wealth advisory products and services ?

In this podcast Quantifeed Senior Executive Strategic Partnerships, Graeme Brant, who is based in Sydney, discusses these issues in the Australasian context and also reviews the current successful digital advisory platform rollout by Singapore headquartered DBS.

  • The Inside Adviser

    19th Aug 2019
    19th Aug 2019

    What is ROBO advice?

    How does it work, and how can an organisation such as a bank, or broker add a digital platform to their list of wealth advisory products and services ?

    In this podcast Quantifeed Senior Executive Strategic Partnerships, Graeme Brant, who is based in Sydney, discusses these issues in the Australasian context and also reviews the current successful digital advisory platform rollout by Singapore headquartered DBS.

  • The Inside Adviser

    White label Robo Advice solutions: what, why and how ?

    More Episodes

    Investor Strategy News editor Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero transition.  

    The Inside Adviser

  • Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with The Inside Network managing editor Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn’t, and where did I put my password?

    The Inside Adviser

  • The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how should it be done and how to explain it to your clients. 

    The Inside Adviser

  • Investor Strategy News editor Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and more. 

    The Inside Adviser

  • The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees developing in the investment landscape. 

    The Inside Adviser

  • The Inside Network’s managing editor Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for advisers.  

    The Inside Adviser

  • An in depth interview to uncover the impending changes to superannuation system and move towards passive and factor investing in light on the APRA heat maps, with Chris Briant, Head of Parametric in Australia.

    The Inside Adviser

  • Popular