Search Results | Showing 31 - 40 of 180 results for "Digital Advice" |
| | | ... have the tools available to them to meet the demand of professional financial advice. Combined with our Livepreso digital advice tool, we are excited to bring our cutting-edge WealthEye CRM solution to advice businesses of all sizes," Fowler said. The ... |
| | | | ... Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved on to digital advice and institutional funding and said last year it felt optimistic about the sector. Finura said: "With the model primarily endorsed ... |
| | | | ... their circumstances at that time," Stewart said. "We think this is incredibly fertile ground for innovations in digital advice, for example, where we can see a cohort of thousands of potential clients who all have unique circumstances, but some common ... |
| | | | ... added it will also depend on technological capabilities. "So, to what extent is advice given by an algorithm or digital advice provider rather than the individual? It becomes a question for the provider or institution to say, 'how can I satisfy myself ... |
| | | | ... moving, the Scientiam Transition Service is a way to help get them a better deal. They can transition to a rich digital advice solution, which includes educational content, modelling tools and access to a range of quality investment options," Baker added. ... |
| | | | ... satisfaction. He will develop and implement the fund's advice strategy and exploring the potential for a cost-effective digital advice solution. "Financial advice is one of the most important investments an Australian can make in their future. Taking ... |
| | | | ... consumer protection." Overall, she felt optimistic that the industry may be steps away from delivering affordable digital advice and applauded Levy for listening and taking a firm stance. "My view is that there is a spectrum that exists around digital ... |
| | | | ... building the scale to actually go and invest. That includes automating some of these manual processes that means using digital advice tools, but also just bringing institutional scale to small businesses. That's how we think about scale." Jacobsen ... |
| | | | ... is at least one or for larger organisations several relevant providers," Maroney said. He acknowledged the role digital advice will play in the future but was concerned over the lack of mentions around accountants. "Digital advice gets 23 mentions in ... |
| | | | ... responsibility on providers to consider how they should offer advice but added it also makes it easier to provide digital advice, simple advice and regular advice to consumers. "More importantly, it would create an opportunity for providers to give their ... |
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