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Analysis

Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

07 March 2017 • By Wade Matterson • 1 min read

Robo-advisers need a goals-based approach

The progress of the digital advice sector is being constricted by its reliance on outdated ‘traditional’ advice processes, writes Milliman’s Wad...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

Improving returns under President Trump

Investors looking to benefit from the election of US President Donald Trump and the effect it’s had on markets will need to adopt a contrarian strat...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

How MySuper products stack up as default funds

The Productivity Commission’s review of alternative default models is an opportunity to improve Australia’s superannuation system, writes the WSSA...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

Making the most of franking credits

As super funds continue their search for yield, Raewyn Williams takes a look at one source of income that is very close to home: franking credits. ...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

The road ahead for credit markets

In a Q&A with InvestorDaily, Henderson Global Investors’ Stephen Thariyan discusses the Trump rally, inflation expectations, the UK’s departur...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

How halving world poverty affected retirees

While efforts to reduce the number of people living in poverty have had a raft of positive outcomes, a number of unexpected results highlight a flaw i...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

Hedge funds must evolve amid tech disruption

Hedge fund managers will need to update their business model in order to compete with new strategies offered by disruptive and innovative technology p...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

The importance of understanding strategy

Handing over the management of your money to a professional financial manager is not a matter to be taken lightly, and understanding how a manager’s...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

Reasons to be optimistic about 2017

The health of the global economy continues to depend on the fortunes of the US, the eurozone and China, says Lazard Asset Management’s Ron Temple. ...

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Milliman, robo-advice, digital advice, financial advice, artificial intelligence, goals-based advice

The Trump effect on bond markets and trade

The Australian bond market is likely to feel the effects of US President Donald Trump's protectionist trade stance both directly and indirectly, write...

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