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Showing 191 - 200 of 427 results for "Automated"

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... the product is available at a fee comparable to an industry super fund with all monitoring, management and reporting automated by the solution. "Clients enjoy a customised, transparent investment experience but without the SMSF price tag. From an adviser ...

Plum Super launches retirement product

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
... and Self Select - that cater to both active and passive investor types. Cultivator Investment Path : offers members an automated investment and drawdown strategy, designed to deliver short to medium term income stability and long-term capital growth ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... wholly online and efficient. "It means greater efficiencies for us when it comes to doing the audit, allowing for more automated audit procedures, which in turn benefits our clients through a more accurate audit with faster turnaround times," Buttigieg ...

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... innovation is bespoke models that are now evolving toward becoming larger scale enterprise solutions. The bar set for automated advice has been set high by regulators, he said, noting ASIC in the last 18 months had issued guidance on standards for robo-advice ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... A spokesperson from the CFA Institute told Financial Standard it will also include coverage of cryptocurrencies and automated retail platforms. The New Fintech 2017 report also found while technological innovation is a strongpoint for fintechs, a lack ...

MLC Life partners to accelerate underwriting process

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... engine's proprietary owner Pacific Life Re, MLC Life and its customers will benefit from the new business processing and automated underwriting efficiencies afforded by the technology, using a database of industry standard questions to assess lifestyle ...

ASIC bans ex-AMP adviser

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... "recklessly." An investigation in 2014 found Macquarie customised the parameters of its concurrent bid-offer filter within its automated order processing system for a new client which didn't have the traditional business model of its other clients. On ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... ideas, and nothing demonstrated this more than his decision to establish Owners Advisory to make professional grade, automated investment advice and services available online," Macquarie Group said in a statement. "[He] was a warm and generous leader ...

IRESS partnership aids RG 97 compliance

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2017
... requires superannuation and managed investment product issuers to disclose fees and costs clearly. "As a result of RG 97, automated access and analysis of trade data is becoming a top priority for the Australian fund management community," she said. ...

AI to influence consumer trust: Medcraft

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2017
... also explained that with the rise of artificial intelligence, the issue of accountability cannot be neglected, and any automated system employed must be transparent so decisions can be challenged. "As we know, an algorithm is only as good as the party ...