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Showing 21 - 30 of 36 results for "Online Advice"

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 ...

Financial advisers recognised for social media strategy

STAFF JOURNALIST  |  FRIDAY, 16 NOV 2012
... the 2010 AFA annual conference. "Winning the competition then rekindled my desire to get back into developing my online advice firm, something I had been dreaming of doing since 2007. This dream has come to fruition this year when myonlineadvisers was ...

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
... that day I can get the updated SOA and see all those changes made," said O'Sullivan, who is predicting a surge in online advice technology to make retaining fees easier for advisers in the post-FOFA industry environment.

AustralianSuper creates online advice portal

CLAIRE MCGREAL  |  THURSDAY, 6 OCT 2011
... care card, while a new investment risk profiling tool is also on the cards. AustralianSuper maintained that while online advice is a "logical" and "necessary" step for customers to engage with their super, web based Statements of Advice aren't intended ...

NGS Super sharpens planning focus

MATT WOODINGTON  |  MONDAY, 11 JUL 2011
... financial advice among its members by appointing three specialist consultants to improve education and establish an online advice model. The fund has appointed Andrew Dunkerley as manager of financial advice and education, while financial planners Maria ...