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Showing 161 - 170 of 230 results for "Digital advice"

Retirement fintech makes senior appointment

DARREN SNYDER  |  WEDNESDAY, 16 AUG 2017
... consumer-centred approach into every aspect of our business." Retirement Essentials is currently developing a hybrid digital advice model which will combine sophisticated technology and data algorithms with experienced human advisers and adult education ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
... government is looking to remove the distinction between class and personal advice, as well as allow the provision of digital advice as it seeks to overhaul the country's regulatory regime for financial advisers. The Financial Services Legislation Amendment ...

VicSuper launches digital advice free from super speak

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Members of VicSuper now have free access to round-the-clock financial advice via an online coach, providing guidance on superannuation and retirement. Designed to improve member engagement, the Beeline service offers members direction around additional ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... have joined forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing ...

BlackRock hires new executives

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... BlackRock country head of Australia Dominik Rohe and digital strategy lead for Asia Pacific Damien Mooney. Providing digital advice is critical to addressing the impact of regulatory challenges, digital disruption and difficult markets on clients' investment ...

MyRetirement too product heavy: Morningstar

KARREN VERGARA  |  MONDAY, 26 JUN 2017
Morningstar is pushing for MyRetirement solutions to be less product-centric and a mandatory digital advice component be made available for retirees. In a discussion paper submitted to Treasury on Comprehensive Income Products for Retirement (CIPRs) ...

Robo-advisers expected to meet fiduciary rule

ALEX DUNNIN  |  FRIDAY, 16 JUN 2017
... focused on enhancing protections of retail consumers. In Australia ASIC has so far adopted a more relaxed position on digital advice, yet the SEC's hardening attitude plus the launch of several app-based superannuation products purporting to offer advisory ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
Link Group is entering the digital advice sector with the acquisition of a company previously owned by Lonsec. Adviser Network provides digital advice services to Australian institutions, and will be incorporated into Link Group's Information Digital ...

Super funds must do more digitally

JAMIE WILLIAMSON  |  THURSDAY, 1 JUN 2017
Digital advice is seen as a must by 80% of superannuation funds, yet less than 20% have engaged in or are looking to implement digital advice. A majority of super funds have only begun investing in online strategies in the last three years. New findings ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... action' give the client a clear line-of-sight from the adviser's AdviceOS public website calculators, escalating to digital advice, escalating to phone-based-advice and eventually escalating to face-to-face advice in a cohesive manner," Plummer said. ...