Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 15 of 15 results for "Advice Intelligence"

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed by ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... software solution," he said. The continued shift to self-licensing is opening doors to new players - Intelliflo, Advice Intelligence, IRESS and Temenos and Swiss-based Avaloq are among them, he said. Frustrated advisers will soon have more choice and ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... delivering non-generic financial plans, and communicating via sophisticated technology, the paper said. At a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said construction of the current licensing regime is ...
PAGE:
2