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Showing 511 - 520 of 835 results for "Intelligence"

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... software solution," he said. The continued shift to self-licensing is opening doors to new players - Intelliflo, Advice Intelligence, IRESS and Temenos and Swiss-based Avaloq are among them, he said. Frustrated advisers will soon have more choice and ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... delivering non-generic financial plans, and communicating via sophisticated technology, the paper said. At a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... comprehensive data set that we know our AFSL and adviser clients will appreciate." Earlier this year BGL added artificial intelligence to the platform, in a move designed to help firms managing SMSFs to remain compliant while also ensuring incorrectly ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
The latest innovation in banking and wealth management involves a New Zealand artificial intelligence firm, one of UBS' regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... engagement and financial advice solutions. The two have started work on building advice solutions, with artificial intelligence, machine learning and data analytics at the heart of the development, the fintech said. Ignition Wealth chief executive Manish ...

PC puts spotlight on lifecycle super products

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... income," Hipwood said. Chief investment officer Brad Holzberger added QSuper undertakes a deep analysis or an artificial intelligence-type approach to its data. The super fund analyses about 20,000 financial planning records, taking into account members' ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said construction of the current licensing regime is ...

Hermes launches carbon ESG tool

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
... is being deeply integrated into our investment and stewardship offerings. Moreover, combined with our engagement intelligence, the carbon tool is powerful in delivering real-time and specific carbon information to fund managers and engagers alike," Kamhi ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... Ypsilanti said the "human touch" remained important in the area, and the technology hadn't reached artificial intelligence (AI) yet. "Robo-adviser is a bit of a misnomer but we have already adopted it. What we offer is a hybrid solution that combines ...