Search Results | Showing 31 - 40 of 129 results for "scaled advice" |
| | Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ... |
| | | ... banking income in the half-year ending December 2018. Of this, CommSec Advisory is a very small part. It provides scaled advice on equities. The business is separate from CommSec Adviser Services (CAS) which provides financial planners and accountants ... |
| | | ... management. IRESS managing director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with ... |
| | | ... delivers on our commitment to innovation, giving advisers the ability to use artificial intelligence to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic ... |
| | | ... technology to have the greatest impact on their business over the next five years. Meanwhile, 32.13% believe it will be scaled advice and 31.15% anticipate artificial intelligence and machine learning will bring about great change. Interestingly, robo-advice ... |
| | | ... preference for face-to-face advice. This is the case for both complex comprehensive financial advice as well as with scaled advice, where a member is only looking for advice on one or two specific financial issues," McCartney said. According to the fund ... |
| | | ... advice organisations and his appointment "will drive Ignition Wealth's expansion into the savings, retirement and scaled advice markets." Prasad said digital financial advice as an industry is "at a very exciting stage." "I am looking forward to ... |
| | | ... broad suite of high quality advice services to our members," he said. In February, UniSuper said demand for its scaled advice offering had grown 20% year on year, proving particularly popular among younger members. Meanwhile, demand for comprehensive ... |
| | | ... experiencing significant growth due to increased demand from younger members. According to UniSuper, demand for its scaled advice offering has increased more than 20% in the last 12 months as a growing number of younger members seek cost-effective, tailored ... |
| | | ... world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have the biggest impact on advice practices in the next five years. "I've got a ... |
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