Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 129 results for "Scaled Advice"

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ...

Commonwealth Bank mulls retail advice business sale

KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... banking income in the half-year ending December 2018. Of this, CommSec Advisory is a very small part. It provides scaled advice on equities. The business is separate from CommSec Adviser Services (CAS) which provides financial planners and accountants ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... management. IRESS managing director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... delivers on our commitment to innovation, giving advisers the ability to use artificial intelligence to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... technology to have the greatest impact on their business over the next five years. Meanwhile, 32.13% believe it will be scaled advice and 31.15% anticipate artificial intelligence and machine learning will bring about great change. Interestingly, robo-advice ...

UniSuper establishes on-campus footprint

HARRISON WORLEY  |  THURSDAY, 3 MAY 2018
... preference for face-to-face advice. This is the case for both complex comprehensive financial advice as well as with scaled advice, where a member is only looking for advice on one or two specific financial issues," McCartney said. According to the fund ...

Ignition appoints new chief executive

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... advice organisations and his appointment "will drive Ignition Wealth's expansion into the savings, retirement and scaled advice markets." Prasad said digital financial advice as an industry is "at a very exciting stage." "I am looking forward to ...

Industry fund introduces chief customer role

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... broad suite of high quality advice services to our members," he said. In February, UniSuper said demand for its scaled advice offering had grown 20% year on year, proving particularly popular among younger members. Meanwhile, demand for comprehensive ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... experiencing significant growth due to increased demand from younger members. According to UniSuper, demand for its scaled advice offering has increased more than 20% in the last 12 months as a growing number of younger members seek cost-effective, tailored ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have the biggest impact on advice practices in the next five years. "I've got a ...