Search Results | Showing 21 - 30 of 46 results for %22Personalised Portfolio Service%22 |
| | | ... of the economy," Levin added. "Our goal with Good Super is to provide their members with one of Australia's most personalised and customised super products, without sacrificing performance." Good Super product manager Steve Gibson said the partnership ... |
| | | | ... investors, with large portfolios and potentially diverse and complex investment needs, are likely to continue to favour personalised, human advice, the institute said. CFA Institute analyst Svi Rosov said: "Fintech is attracting increasing attention ... |
| | | | ... information on the go and is designed to give them greater visibility over client portfolios. The app can also be personalised to suit an adviser's individual needs, allowing advisers to tag VIP clients, and oversee upcoming renewals, imminent lapses ... |
| | | | ... investment platform without the need for financial advice. Clients referred to Stockspot by accountants will receive personalised investment advice and portfolio management while partnered accountants will have full visibility through the fintech's online ... |
| | | | ... SiResearch is a new research and investment house focusing on enabling and assisting the advice model to move to a personalised investment experience. "Goals-based investing is best suited to the most progressive and innovative of financial services ... |
| | | | ... the job of servicing their clients." Compass Online is mobile optimised and will provide clients with a login to a personalised portal that will hold information on their portfolios, assets and goals. The platform is designed to provide clients with ... |
| | | | ... for all clients investing less than $50,000 with less complex advice needs. They will receive the same quality of personalised investment recommendations but we consider lower fees will help them grow their savings faster and encourage more Australians ... |
| | | | Stockspot has released a personalised automated investment portfolio service targeted at attracting high-net worth investors. The Stockspot Themes service allows "qualifying investors" to choose from 14 different investment themes which tie into Stockspot's ... |
| | | | ... conclusions. "We're an MDA operator," he says, referring to managed discretionary accounts, which are wholly customised and personalised to the individual investor. "There are over 190 MDA operators like us around Australia, many of which are individual ... |
| | | | ... actual person, investors should consider that they may lose the value that human judgment and oversight, or more personalised service, may add to the process, added the SEC and FINRA. |
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