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Showing 31 - 40 of 718 results for %22Online Advice%22

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... teams to source information relating to social security. "Advisers and their teams can now generate Centrelink schedules online, instead of calling a BT customer relations consultant," she said. "BT's chatbot Blue can virtually assist advisers and ...

Super members want free advice: Survey

KARREN VERGARA  |  THURSDAY, 25 MAY 2023
... said Australians trust their super funds, so they're perfectly positioned to provide scalable and affordable online advice to help more of their members. "As every working Australian looks down the barrel of economically challenging times with rising ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... order to attract members and achieve organic growth funds are increasingly investing in digital capability and improving online offerings. We're also seeing a variety of member retention initiatives and funds creating smooth member journeys - often including ...

Finfluencer barred from running online advice business

CHLOE WALKER  |  FRIDAY, 14 APR 2023
The Federal Court has said Tyson Scholz, otherwise known as ASX Wolf, cannot continue his online business, with permanent injunctions placed on the finfluencer. Late last year, the Court found Scholz had contravened s911A of the Corporations Act by ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... distinction between robo advice and digital advice. "Robo advice is completely different," he highlighted. "It's usually only online general advice which focuses on investment opposed to super or insurance and those kinds of issues," he said. As ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... clients with the first fully integrated end-to-end solution. This will enable advisers to deliver advice seamlessly from online fact finding through to modelling and the Statement of Advice (SoA), Whelan said. DASH is specifically targeting all the key ...

Final voting for ESG Power50 open

RACHEL ALEMBAKIS  |  THURSDAY, 9 MAR 2023
... validate public-facing statements of sustainability. This shortlist of corporate ESG leaders is once again open to our online readers, who can choose to vote for one or as many ESG professionals featured in the shortlist. All shortlisted candidates stand ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... of the wealth sector in the United Kingdom," he said. "This solution provides local advisers access to advice services online and streamlines the entire advice proves, giving advisers the time needed to focus on their client relationships." Alsop added ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
... one-and-a-half years full-time or three years part-time. For those working full-time, most subjects are delivered via a mix of online learning and face-to-face interaction over two weekends. Upon completing the program, students earn 72 credit points ...

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... learning materials and have access to optional virtual drop-in sessions after enrolling in the program. They can also sit the online SMSF specialist advisor (SSA) exam at a time that suits them. Candidates will also receive a 50% discount on the enrolment ...