Search Results | Showing 31 - 40 of 49 results for %22REST Advice Online%22 |
| | ... personalised financial advice to its members via a new partnership. Partnering with Midwinter, REST has launched the REST Advice Online platform, based on Midwinter's AdviceOS system. It will allow members to receive instant bespoke advice and also make ... |
| | | ... engagement channels over the year, to 98%. Given the rising and significant amount of digital member engagement, it's likely the rest of the industry will follow in the footsteps of funds like Equip and Energy Super, the latter of which rolled out its ... |
| | | ... did stay on as a super trustee. He became an industry consultant and in 2014 he decided to launch cloud-based financial advice service BigFuture. "The point of BigFuture is to leverage technology to help people to understand where they're at now and ... |
| | | ... business, including the growth of the IFA channel and their bigger competitors divesting or restructuring their wealth and advice businesses in recent years. To maintain their upward momentum, Heine said that they are constantly updating their online ... |
| | | ... Wealth, Financial Index Wealth Accountants, Prescott Securities, CIVIC Financial Planning and the MOVO online investment advice portal, will all offer comprehensive "one-stop-shop" advice services which Findex chief executive Spiro Paule described as ... |
| | | ... from SMSF experts. "I think it's worth considering how you can incorporate some of that free, online education into the advice that you're providing clients about the roles and responsibilities of a trustee. Particularly in a situation where you think ... |
| | | Direct-to-consumer retail distribution via platforms is on the rise in the UK and the rest of Europe looks set to follow, according to new research by global analytics firm Cerulli. In the United Kingdom the low-margin business of fund distribution ... |
| | | ... Solutions, as the division will be known, ties together Advance Asset Management, Westpac Online Investing and BT's own in-house advice model portfolio construction team - eQR. The company's boutique investment business Ascalon will continue to operate ... |
| | | ... conditions mean that very few providers can rely on it even for simple calculators that do not contain financial product advice or only general advice," the law firm said in a submission to the Financial System Inquiry. Minter Ellison argued that there ... |
| | | ... agents recommending investors use SMSFs to invest in property must ensure they are appropriately licensed to provide the advice," ASIC commissioner Greg Tanzer said during a speech at a CPA Australia conference. Tanzer argued that "with the increased ... |
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