Search Results | Showing 171 - 180 of 231 results for "Digital Advice" |
| | | ... 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. ... |
| | | | ... Wealth and one of Australia's largest platforms. Users of BT Panorama will be able to access Ignition Wealth's 360 digital advice solution from Q3 2017, allowing customers to access a hybrid of digital and traditional financial advice. The deal has been ... |
| | | | ... sector by enabling providers of all sizes with the capability to engage their members more meaningfully through digital advice," Potts said. Vamos said the opportunity to join Decimal and help influence the sector's transition to better technology-based ... |
| | | | ... party interactions in real-time. "In the years ahead, super funds wishing to remain competitive must enhance their digital advice offerings by looking for new ways to cost-effectively provide advice and information to their members - from the very simplest ... |
| | | | ... financial advice plan are up more than 70%. UniSuper executive manager of advice Jack McCartney said while phone and digital advice certainly have a place, members who need to discuss more complex issues or are nearing retirement are showing a clear ... |
| | | | ... the memorandum of understanding, Decimal's Eqilize solution will offer superannuation providers a pre-configured digital advice platform. In addition to its scale and compliance reporting features, clients have the flexibility to brand the software as ... |
| | | | ... technology manager. Mackay joined Fortnum earlier this year from Bendigo and Adelaide Bank where she was previously digital advice manager. Fortnum Financial Group chief executive and managing director Neil Younger said the appointment of Thomas and ... |
| | | | ... comprises advisers specialising in investment, insurance, superannuation, self-managed superannuation funds and digital advice. "ASIC has extensive engagement with participants in the financial advice sector as well as financial advice industry bodies ... |
| | | | More than two million Australians will benefit from a digital advice partnership between Mercer and a leading software firm. The reach of Decimal's digital advice solution, Eqilize, is set to surge following a deal with Mercer to offer Eqilize to both ... |
| | | | ... range of XPLAN services to help them better leverage technology in their businesses." "We believe the true scale of digital advice is best delivered by integrating with the tools with which advisers are already comfortable," he added. |
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