Search Results | Showing 31 - 40 of 40 results for "Online Advice" |
| | ... 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 ... |
| | | ... 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. |
| | | ... 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 ... |
| | | ... 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 ... |
| | | The $4.4 billion CareSuper has launched 'Money Mentor', a 12-stage online advice platform for members. The fund said that Money Mentor would show members how to take control of their finances with information on a range of topics, from budgeting, insurance ... |
| | | Hot on the tail of its successful iPad-based financial planning conference, dealer group Synchron inks a growth strategy underpinned by the 'category killer'. The group, which currently has 176 advisers, plans to have 280 advisers by the end of 2013. ... |
| | | ... super, www.womenandsuper.com.au. Industry fund Intrust Super is also making use of technology by creating a new online advice system that gives members free access to real-time personal advice on super, insurance and salary sacrifice options. |
| | | ... and estate planning without a product bias," he said. Intrust is also making use of technology by creating a new online advice system that gives members free access to real-time personal advice on super, insurance and salary sacrifice options. "This ... |
| | | ... costing fund members more money in the long term. "The good news is that the new rules means super funds can go on the online advice path but the danger is that they will start building a whole lot of sleek marketing tools which don't embody a robust ... |
| | | The Financial Planning Association's (FPA) Ask an Expert online advice service will be available until the end of this month. The initiative was launched last month as part of FPA's Financial Planning Week. Volunteer advisers are on hand to answer basic ... |
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