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Showing 201 - 210 of 231 results for "digital advice"

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
Financial advisers must embrace digital advice to increase understanding and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen. Research conducted by StatePlus found that 84% of ...

Decimal appointment strengthens compliance

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... operational risk and chief information officer at NAB. The advisory board was established to help guide the industry and digital advice on best compliance practice, listing global compliance, risk management and governance as lead drivers for digital ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
... future needs in the provision of advice to keep pace with changing consumer preferences and the introduction of digital advice service offerings. "Over the coming months we will strengthen our advice process by implementing the objective-based advice ...

ASIC and Singapore regulator sign co-op agreement

ALEX BURKE  |  FRIDAY, 17 JUN 2016
... seeking assistance about how to navigate the regulatory requirements. "In particular we have dealt with robo or digital advice, crowd sourced equity funding, payments, marketplace lending and blockchain business models. It is very exciting to observe ...

Decimal appoints new chair

ALEX BURKE  |  TUESDAY, 14 JUN 2016
... Talking Blocks, Xpedior and Sage IT Partners. Commenting on his appointment, Potts said: "The global appetite for digital advice is growing rapidly, particularly in the enterprise space as banks and financial institutions look for appropriate solutions ...

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... engage with the tech native generation. "What the research suggests is that up to two in three millennials prefer digital advice over advice delivered through a financial planner and that one in three millennials prefer to have advice from Siri or Google ...

Decimal launches insto robo-advice packages

ALEX BURKE  |  FRIDAY, 1 APR 2016
... The "bespoke solution" in this case is Tentalon, which provides institutions with the means to customise their digital advice offering. Polliock described Tentalon as a "fully customisable technology stack that allows [institutions] to create purpose-built ...

ASIC and UK regulator sign fintech deal

ALEX BURKE  |  THURSDAY, 24 MAR 2016
... seeking assistance about how to navigate the regulatory requirements. In particular we have dealt with robo or digital advice, crowd sourced equity funding, payments, marketplace lending and blockchain business models," Medcraft said. "It is very exciting ...

ASIC consults on robo regulation

ALEX BURKE  |  MONDAY, 21 MAR 2016
... consultation paper for the robo-advice sector. The guide addresses industry concerns about and expectations for digital advice. It suggests robo-advice providers must hold an Australian financial services licence unless the information provided can be ...

Macquarie launches robo-advice service

ALEX BURKE  |  THURSDAY, 18 FEB 2016
Macquarie has launched the digital advice service it announced in November 2015. OwnersAdvisory provides custom portfolio advice across all standard asset classes, determining allocation based on personal goals and a generated risk profile. It sources ...