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Showing 21 - 30 of 40 results for "Online Advice"

Ignition Wealth appoints inaugural chairman

LAURA MILLAN  |  FRIDAY, 21 AUG 2015
... be granted an Australian financial services license (AFSL) ahead of its planned September launch. The company's online advice service is built on its white-labeled financial calculators, illustrators and advice tools, which have been used by major super ...

Decimal and P&N announce advice partnership

ALEX BURKE  |  TUESDAY, 7 JUL 2015
... services software provider Decimal and Western Australian mutual bank P&N have entered into a partnership to provide online advice services to customers. This is Decimal's first partnership with a mutual bank and forms part of P&N's strategy to broaden ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... banks have withdrawn from giving advice and the ability to reach people en masse was becoming difficult. She said online advice has increased more than 50% year on year in UK. Financial Planning Association chief executive, Mark Rantall, said ironically ...

BT launches 'ground-breaking' advice register

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
BT Financial Group has launched an online advice register listing every adviser on its network, and providing details of their qualifications, customer ratings and feedback. Dubbed 'Adviser View' and described by BT's general manager of advice Mark ...

Consumers reluctant to use online advice

LAURA MILLAN  |  WEDNESDAY, 23 APR 2014
Consumers do not trust online advice and still prefer to meet their financial planner face to face. A Financial Services Council (FSC) research into consumers' digital engagement with superannuation and wealth management found that only 13% of Australians ...

Plum launches free advice service

LAURA MILLAN  |  WEDNESDAY, 31 JUL 2013
Corporate superannuation provider Plum has launched an online advice tool that allows members to tailor content and generate a statement of advice for free. The tool aims at increasing people's engagement with their superannuation and at helping them ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... market and created significant scale across the group," Wilson said. "The acquisition of market leading scaled and online advice provider, Provisio, announced earlier this year, will place Rubik as a leader in the provision of scaled wealth advice software ...

Provisio releases member-to-adviser tech tool

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... about your strategy is more important than ever," Provisio director and chief technology officer Jye Tucker said. "Online advice optimisers are becoming more important for the advice community as a whole, while most old-school calculators result in a ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... groups renew efforts to develop their direct distribution channels, which they are reinforcing by greater use of online advice facilities. Research from US wealth management consultant Cerulli Associates found that FUM in direct channel grew 9% during ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... announced a conditional agreement to acquire Provisio Software. Provisio is a significant player in the scaled and online advice markets providing software to large super fund clients including AustralianSuper, HESTA and LUCRF Super. Provisio has also ...