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Showing 151 - 160 of 230 results for "Digital advice"

IFM increases stake in Decimal

KARREN VERGARA  |  TUESDAY, 30 JAN 2018
... 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 ...

Decimal signs key partnership with UK consultancy

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
... 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 ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... 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 ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... 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. ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... 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 ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... 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 ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... 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 ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... 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 ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
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 ...

Digital advice embraced by all ages: Decimal

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... 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 ...