Search Results | Showing 151 - 160 of 233 results for "Digital Advice" |
| | | ... Potts cited Watkins' experience and technical knowledge of the sectors as key reasons behind his appointment. "Digital advice is continuing to evolve, and it is clear the market requires greater levels of industry expertise to support clients in their ... |
| | | | ... diversified bank." The ASX-listed firm has signed QSuper for a further three years, extending the public offer fund's digital advice solution from 1 January 2018. QSuper chief executive Michael Pennisi said the super fund's 565,000 members have embraced ... |
| | | | Yellow Brick Road's (YBR) wealth business and its digital advice strategies have helped boost the firm's 1H18 performance. In the six months to December, the wealth business reported a 7% increase in revenue to $6.5 million on the prior year. YBR's ... |
| | | | ... programs with both current clients and new prospects, while signalling confidence in the move to fully compliant digital advice within the superannuation sector," he said. Established 20 years ago, IFM is owned by 27 superannuation funds with $98 billion ... |
| | | | ... in the UK, Australia and the US, will see the integration of the AHC 'calculator suite' with Decimal's Eqlilze digital advice solution, allowing superannuation fund to better connect with their members, and progress from calculators to omni-channel digital ... |
| | | | ... superannuation administration and Next-Generation platform clients, GuildSuper and Child Care Super, will be able to access digital advice solutions via a partnership with Decimal. Members will be able to engage better with the super funds, and monitor ... |
| | | | ... stay productive." Hoyle said. On innovation, Stanford Brown is disrupting the business outside in - it has its own digital advice team who are tasked to test and research all types of advice technology before rolling them out to the rest of the business. ... |
| | | | ... specialising in the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and ... |
| | | | ... overall strategy." As above, APP Securities recently partnered with Ignition Wealth; the latter will now provide digital advice to APP Securities clients. This encompasses risk assessments, trade execution, portfolio monitoring and rebalancing and other ... |
| | | | ... then in another room, Simon Micallef from FinFocus Consulting and Marc Bineham, Noall & Co discuss how to provide digital advice solutions. Now it's time for a much-needed coffee break! 2.30pm - Focus sessions. Session on HR: Attract, train and retain ... |
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