Search Results | Showing 151 - 160 of 230 results for "Digital advice" |
| | | ... 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 ... |
| | | | ... for the provision of self-managed super funds and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, and Super Know How, a specialist superannuation ... |
| | | | A provider of digital advice has secured a partnership to roll out its flagship service to an Australian investment bank. Ignition Wealth will now provide digital advice to clients of APP Securities, the brokerage and investment banking firm formed ... |
| | | | ... for the June quarter shows 2366 members in its superannuation client base decided to engage with super via the digital advice channel over a 12 month period, up from 1731 the year prior. Total funds under advice increased to $8.4 billion, up 72% year-on-year ... |
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