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Showing 21 - 30 of 49 results for %22REST Advice Online%22

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... the advice industry is not thinking big enough, putting itself at risk of being left behind if it doesn't catch up to the rest of the world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... own digital advice team who are tasked to test and research all types of advice technology before rolling them out to the rest of the business. This includes technology around online meetings, digital signatures, video conferencing, live balance sheets ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... adviser simply enters the clients' details and sets up his and/or her financial status and goals. Pathfinder will do the rest. No longer must the adviser fiddle around with software settings to "make it work," he said. The tool can be customised by its ...

Partnership empowers accountants to give advice

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
... Class has partnered with an online financial adviser in a move that will give accountants the power to offer financial advice to clients without an AFSL. Accountants working with SMSF clients will indirectly be able to provide financial advice via Plenty ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... breadth of services and develop deeper client relationships. "Accountants face the same challenges and opportunities as the rest of the financial industry. They're trying to navigate emerging technologies and work out how it can help them foster stronger ...

FPA expels and fines dishonest member

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice, Orange, NSW, from the membership of the FPA for multiple breaches of the Code of Professional Practice. The CRC found ...

Google serving to restore trust in advice

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... that more than 80% of people trust online reviews as much as a recommendation through friends or family," said Woods. "For advice-seekers, Google star ratings will cut down the time spent on researching potential financial advisers and allow people to ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... refresh - your social media strategy I've found that many advisors either lack a social media presence or have a stale online persona, which is understandable considering the restrictions that many investment firms have. But as long as you stay within ...