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Showing 161 - 170 of 294 results for "Advice services"

Advice licensees must think digital

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... advisers with social media policies and those that understand RG234 or ASIC's guidelines for promoting financial and advice services. More than 70% of those aware of RG234 indicated they had a social media policy. "Especially in the case of licensees ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... Ignition Wealth's new XPLAN consultancy division, aimed at providing XPLAN support for advisers looking to add robo-advice services to their businesses. Before PlanFocus, Corben founded Corben Young Consulting. He was also previously manager - business ...

Equip eyes merger with Rio Tinto plan

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... cultures, a common fund administrator and a shared custodian. It would also provide Equip's national education and advice services with greater scope, as most RTSSF members are in remote locations. The merger, which is subject to the completion of due ...

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... version of IOSCO's original 2014 survey said robo-advice is having an increasingly important impact on investment advice services such as asset allocation, portfolio selection and trade execution. The update surmises the continued development of robo-advice ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... Flexible Super is setting the standard for member transaction services, while QSuper's rebuild of member account and advice services was also reported to be setting a new benchmark. 8. Group insurers at mercy of a handful of super funds The role of superannuation ...

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
... designed to simplify an adviser's work, making their business more economical and efficient. Centrepoint head of advice services Karen Machovsky told Financial Standard the solution does not fully automate processes, but outsources part or all of administration ...

Super slow to embrace advice opportunity

ALEX BURKE  |  FRIDAY, 2 DEC 2016
While super funds are increasingly investing in digital engagement, only a minority are employing robo-advice services, according to IQ Group research. The IQ Group Digital Engagement Study 2016, based on research of the top 50 retail, industry and ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... as a Gen-Y exclusive proposition. The advice gap spans the population regardless of age and wealth, and if robo-advice services can use technology to deliver tangible outcomes, it will ultimately benefit all investors," Peker said. Stockspot's Brycki ...

Digital advice as commonplace as internet banking

ALEX BURKE  |  FRIDAY, 11 NOV 2016
Once big institutions come around to the benefits of digital member engagement, digital advice services will become as reliable and ubiquitous as internet banking is now, according to Decimal founder and executive director, strategy and innovation Jan ...

Link launches online super advice tool

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... integrated across different member touch points, given the increasing demand for integrated, seamless and consistent advice services. "Superannuation funds are increasing their advice offering as they recognise the provision of advice leads to greater ...