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| | | ... he said. "In partnering with DASH, we found a group that not only understands the critical role of technology in modern advice but is committed to building solutions that put advisers and their clients first, whilst maintaining important governance infrastructure. ... |
| | | | Industry superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information ... |
| | | | ... survey conducted by the Stockbrokers and Investment Advisers Association (SIAA), Praemium and CoreData reveals financial advice has not kept up with the HNW population's booming wealth. It is ultimately widening the gap between demand and access ... |
| | | | Future Super members are now able to access digital advice via its mobile app, with the capability to be introduced across to Future Group's broader brand offering over time. The super fund announced the partnership with Bravura's Midwinter to bring ... |
| | | | ... can't." Hence, Allianz Retire+ said recognising the two-chapter mindset will be essential as it shapes how clients respond to advice, perceive risk and evaluate strategies from the outset. Viewing retirement planning through this lens allows advisers ... |
| | | | ... and the intergenerational wealth transfer. Members with more complex estate planning needs can access additional legal advice through Safewill Legal for a $199 fee. Safewill said the platform uses encryption and privacy practices compliant with the Australian ... |
| | | | ... has agreed to sell the Intelligent Investor business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management ... |
| | | | ... "Choice and flexibility are fundamental to a trusted superannuation system, enabling advisers to deliver more personalised advice, strengthening engagement and outcomes, and driving ongoing innovation across the industry," Lawrenson said. "Advisers need ... |
| | | | While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ... |
| | | | ... retirement is an opportunity I am really looking forward to. "Whether it's through supporting personalised member guidance and advice, enabling greater investment capability and insights or further improving service levels, AI and automation have a vital ... |
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