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Showing 1761 - 1770 of 2329 results for "Digital"

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Bineham will be joined by FinFocus Consulting's Simon Micallef to discuss the increasing provision of general advice via digital solutions and where the threshold lies between general and personal advice. Bineham will provide a case study on how ...

New research director joins APP Securities

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

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... several technology leaders, both national and international, to speak at the conference. TEDx speaker and financial services digital marketing specialist, Jeremiah Desmarais, will share marketing tips and tech hacks to help grow the demand for financial ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... initial fears that Live 8 would fail, and many more. Standing ovation. Read the article. 3.30pm - Visiting from the US, a digital marketing expert Jeremiah Desmarais discusses content marketing and how to boost client engagement via email. He also recommends ...

NAB launches customer chatbot app

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... Assistant over time so it can answer more questions and perform more tasks for NAB customers," NAB executive general manager digital and innovation Jonathan Davey said. NAB recently launched a virtual banker chatbot for business customers and chatbot ...

Traditional funds too apathetic to super start-ups

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... necessary new technologies to replicate the models of emerging start-ups such as Spaceship, Zuper and Grow Super. SuperEd is a digital financial advice provider. The Mercer 2020 Super Fund Executive Report released in June suggested a sense of apathy ...

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... and Private Wealth division, led by current general manager of private wealth Jane Watts. BTFG employees that provide digital and phone-based general advice will now be housed in BTFG's customer service division within the chief operating office, with ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
Research from two Australian universities found that overlooking digital assets in estate planning could have dire implications for business owners. Most Australians (71%) are unaware of what would happen to their digital assets when they pass away ...

Financial services employees want digital strategy input: Research

KARREN VERGARA  |  TUESDAY, 26 SEP 2017
... (76%) of the 1390 respondents in a Microsoft survey believe automation will lead to job losses; and more than 82% said digital transformation will revolutionise financial services. More than half (59%) of first-line finance workers - those in customer-facing ...

MetLife tracker enhances claims experience

KARREN VERGARA  |  MONDAY, 25 SEP 2017
MetLife Australia has enlisted an industry super fund to help launch a digital tracker aiming to add value to members' claims experience. The digital claims tracker updates customers on the progress of claims in real time via desktops, tablets and mobile ...