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Showing 221 - 230 of 231 results for "digital advice"

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
ASIC's brand new robo-advice taskforce will monitor businesses that intend to provide digital advice. The regulator thinks that "the majority of digital advice initiatives will be proposed by existing licensees rather than start-up businesses." Another ...

Aussie fintechs sell to grow

DARREN SNYDER  |  FRIDAY, 25 SEP 2015
... ability to do that," Hellyer said. "If you can learn to drive a car, you can learn to manage your own money." Another digital advice platform, mapmyplan, said it was not attempting to replace financial advisers but rather demystify financial planning. ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

NAB Prosper launches next month

DARREN SNYDER  |  MONDAY, 21 SEP 2015
It won't matter if you're 22 or 55-years-old, National Australia Bank believes its new digital advice service will be a tool that addresses a conundrum across its customer base. NAB executive general manager wealth advice Greg Miller, told Financial ...

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
NAB has unveiled its new digital advice service for internet banking customers. NAB Prosper will initially be made available to 40,000 NAB internet banking users, who will be surveyed about their financial status and goals. Based on that information ...

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
... appointed as the financial advice technology partner for Commonwealth Bank during the period. IRESS also acquired digital advice platform Innergi. In its announcement to the Australian Securities Exchange (ASX), IRESS posted a group net profit after ...

Spring FG to launch digital advice platform

STAFF WRITER  |  FRIDAY, 26 JUN 2015
Spring FG will launch a digital advice platform that will allow users to manage their bank accounts, investments and superannuation assets in one place. Spring247 will be available in July and has been developed by fintech specialist My Prosperity. ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ...

Tight regulation getting in the way of digital advice: Minter Ellison

LAURA MILLAN  |  MONDAY, 22 SEP 2014
Advisers are being prevented from using sophisticated online tools to provide tailored information to their clients due to tight regulation, and instead can only use simple tools, Minter Ellison said. "While [the Australian Securities and Investments ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 11 AUG 2014
... Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital advice.' You can read these articles on your iPad by downloading Financial Standard iPadA(C) app free from the App store, for ...