Search Results | Showing 121 - 130 of 233 results for "Digital Advice" |
| | | ... with Avaloq to broaden its distribution and bring scale to its client base Through the partnership Ignition's digital advice solutions will be offered to 150 financial institutions in over 30 countries with clients including Barclays, HSBC, Societe ... |
| | | | ... said. "We have gone from receiving around 100 calls per day to 400 per day, we went from putting out 200 pieces of digital advice in a month to nearly 2000 and our advice team was being inundated." Doyle said the fund is pleased that people are engaging ... |
| | | | ... FundsNetwork, from 1999 until his retirement from Fidelity in 2008. He is currently a board member of Marstone Inc, a digital advice company based in New York. |
| | | | ... generational shift in favour of digital offerings, KPMG suggested, with the vast majority of under-40s in favour of digital advice. Meanwhile, 59% of those surveyed want financial advice from their super funds. Over a third of consumers said their super ... |
| | | | ... to clarify the firm is not planning to stop meeting clients face to face, and said Shadforth would not move to a digital advice proposition. However, he did mention the efficiencies afforded by adopting the practices forced upon it by social distancing ... |
| | | | ... preventing them from spending more time with their clients and potentially servicing more clients," it said. "B2B digital advice solutions such as robo-advice has been touted as a potential solution, but current options remain relatively niche. "Macquarie ... |
| | | | ... superannuation strategies, life insurance, self-managed super fund establishment and holistic advice. "Different types of digital advice models face different challenges in meeting their obligations, and this is likely to affect the trends in digital ... |
| | | | ... rise in users, with the cost of super and pension investments dropping by up to 10 basis points on the back of digital advice. The Sargon Decimal annual Digital Insights report shows that between July 2018 and June 2019, the average cost of investments ... |
| | | | ... Sargon Trustee Cloud software has previously only been available to funds which Sargon is itself the trustee and digital advice platform Decimal. "While Sargon is currently trustee of 16% (22 of the 136) of the public offer superannuation funds in Australia ... |
| | | | ... sector superannuation Jo-Anne Bloch said the super and advice sectors face an "enormous opportunity" to embrace digital advice, however conceded super would have to become more straightforward to emulate the success stories of Betterment and Wealth Front ... |
|