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Showing 171 - 180 of 235 results for "digital advice"

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. ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... 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 ...

Vamos joins Decimal board

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2017
... 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 ...

Top trends reshaping Aussie superannuation

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... 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 ...

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... 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 ...

Decimal expands superannuation network

KARREN VERGARA  |  FRIDAY, 28 APR 2017
... 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 ...