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Showing 121 - 130 of 393 results for "Automated"

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... paper-based forms removed from transactions and the majority of member transactions completed within one business day. Automated data matching ensures that member details in employer payroll systems reliably match the data in the superannuation system ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... daily basis. Banks and larger organisations will need to overhaul their advice departments to ensure they have totally automated processes and systems in place to safeguard situations like this occurring again, millions of dollars will need to be spent ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
SMSF administration provider Heffron has partnered with an automated investment management company to offer a new low-cost SMSF service. The partnership between Heffron and Six Park expands on an initial agreement between the two companies in February ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... digital advice and investment platform. Equip MyMoney is the fund's custom-built superannuation version of Clover's automated investment service; it helps members choose from the fund's existing investment options based on their risk profile.

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... provide customer service," Kelly said. Echoing this, Wealth Planning Partners adviser director Amanda Cassar believes automated advice services provide investors with the means of trying their hand at something new but cannot replace the value added ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best interest metrics and automated statement of advice vetting. It also has a comprehensive climate risk analytics platform.

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
... days. It will be the same with wealth management," Stockspot founder and chief executive Chris Brycki said. Six Park, an automated investment management company says interest in robo-advisors will pick up as investment heavy-weights adapt it. "In the ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best interest metrics and automated statement of advice vetting. It also has a comprehensive climate risk analytics platform. IRESS described the purchase price ...

Praemium data feeds added to BGL platform

KANIKA SOOD  |  MONDAY, 19 MAR 2018
Praemium's automated data feed for financial advisers is now available on BGL's Simple Fund 360 platform. The new data feed will use BGL SmartPost II to automatically move money to ledger accounts. BGL managing director Ron Lesh said his team has been ...

TAL named top life insurer for 2017

DARREN SNYDER  |  FRIDAY, 16 MAR 2018
... Cover) Risk Production Innovation - AMP (LIF Resource Hub for advisers); and MLC Insurance (Claims First cloud-based automated claims) Annuity Provider of the Year - Challenger Long Term Income Stream Product of the Year - Challenger AFA/Beddoes Institute ...