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Showing 111 - 120 of 235 results for "Digital advice"

Vanguard UK upends cost of advice

KARREN VERGARA  |  TUESDAY, 20 APR 2021
... advice and 0.8% per year for ongoing advice. Clients need a minimum of £50,000 ($90,000). This cohort receives digital advice that is implemented and managed by Vanguard and reviewed annually. Those with larger balances of over £100,000 ($179,000) ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
... and where our offices are located to ensure it reflects member demand." In the past year, Forman said Aware's new digital advice offering has grown from zero to 35,000 interactions. "While we've expanded our intra-fund advice to make it available to ...

Ignition Advice enters UK market

ELIZA BAVIN  |  FRIDAY, 26 FEB 2021
... 20 years' experience in financial services sales, including roles at EValue and FE FundInfo. "Ignition's proven digital advice technology and the strong appetite from UK financial institutions for customer first digital engagement advice solutions make ...

Ignition Advice expands team

ELIZABETH MCARTHUR  |  FRIDAY, 15 JAN 2021
Digital advice technology provider Ignition Advice has appointed a business development director for APAC, as it grows its global team. Rob Coulter will step into the role, joining from the Association of Financial Advisers where he was general manager ...

Ignition Advice chief exits

ELIZA BAVIN  |  WEDNESDAY, 6 JAN 2021
... experience running wealth management businesses, managing M&A and leading the fintech, which provides scalable digital advice in Australia and Europe. Prior to taking on the top role at Ignition, Prasad was a director of wealth management at KPMG Australia ...

Industry fund sees 252% increase in digital advice use

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 DEC 2020
... informed decisions about their super and achieve their best-possible retirement outcomes." Rest began rolling out digital advice tools in 2017, with Midwinter providing the technology. The fund now has three digital intra-fund advice services - investment ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... regulatory framework to facilitate funds providing more guidance at retirement," the review said. "Automated or digital advice could be more accessible and affordable. The take-up of such advice is currently low, with people lacking trust in this form ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... business as a financial planner using old systems and old ways of operating," he said. "There are clear signs that digital advice is gaining momentum due to the rising cost of providing advice and changing consumer behaviour." Further to this, the survey ...

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... Clover's customers will be able to take advantage of SuperEd's range of proprietary retirement planning and digital advice tools." The acquisition follows Six Park's whitepaper released this week that concluded robo-advice may be a solution ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... advice and implementing digital solutions to segment clients could be the answer, according to a new whitepaper. Digital advice provider Six Park's latest whitepaper, Is it red tape or is it me? Deniers, devotees, and the digital advice revolution, addresses ...