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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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' ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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