Search Results | Showing 251 - 260 of 435 results for "Automated" |
| | | ... licensee applicant Modify ASIC's policy on organisational competence of a licensee to allow some limited-in-scale, heavily automated business to rely, in part, on compliance sign off from a professional third party to meet their competence requirements ... |
| | | | ... of former politicians and financial services executives looking to advise up-and-coming fintechs. The co-founders of automated investment adviser Six Park have recruited former Future Fund general manager Paul Costello and former Federal Finance Minister ... |
| | | | ... along the way, according to a former federal politician and soon-to-be fintech board member. Joining the board of online automated adviser Map My Plan from 1 June will be former parliamentarian Bernie Ripoll. He stood down from the Shadow Ministry in ... |
| | | | Investment managers Elston and SMSF providers, Superfund Partners, claim to have launched Australia's first automated self-managed superannuation fund (SMSF) app, Superstash. The app will allow users to see an up-to-date view of their portfolio, its ... |
| | | | ... clients also indicated an increasing willingness to embrace new technology, with one in four (25%) open to investing via automated advice services, such as robo-advisors. In this environment, wealth managers will need to differentiate themselves around ... |
| | | | Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ... |
| | | | ... management. This has partly driven netwealth to launch its managed accounts business last year, which allowed for more automated but bespoke investment solutions. "With IFAs, it's very hard to get them on board and once they are your clients, it's just ... |
| | | | ... The Fintech Survey found that 70% of respondents believe that mass affluent investors will be positively impacted by automated financial advice tools through reduced costs, improved access to advice and improved product choices. Respondents found it ... |
| | | | ... Xero and creative marketplace Envato. Fintechs inside the top 10 included OFX (formerly OzForex), Vend, and Invoice2go. Automated investment adviser and fund manager Stockspot was a notable wealth management addition inside the top 50. At the launch ... |
| | | | ... industry has led to Asteron Life launching its upgraded adviser service fee facility. The enhanced facility enables an automated collection and payment service for advice fees charged to clients, which can be used at the initial advice stage as well ... |
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