Search Results | Showing 161 - 170 of 235 results for "digital advice" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 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 ... |
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