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Showing 41 - 50 of 180 results for "Digital Advice"

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
... everybody needs a full financial plan on day one, sometimes they just need bite-sized pieces of advice and certainly digital advice can fill that void." "It's not about eating into traditional advisers' client base; it's about making sure ...

Clients place more value on human advice: Vanguard

CHLOE WALKER  |  FRIDAY, 1 APR 2022
... technology to scale their business while strengthening their uniquely human value. Investors said they preferred digital advice for certain portfolio management services such as diversification and tax optimisation. Vanguard Australia's head of intermediary ...

Investment Trends, Finura Group partner

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... a benchmark of functionality offered by established advice software providers, the partnership brings together digital advice frameworks and technology transformation systems. The partnership will also focus on advisers' evolving technology needs and ...

Legal expert to lead QAR

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... professionalisation of the advice sector is also on the agenda. "The review should pay particular attention to how technology and digital advice might enable mass market adoption of low-cost advice, particularly by young consumers, those with low asset ...

Bravura names APAC managing director

JAMIE WILLIAMSON  |  TUESDAY, 22 FEB 2022
... in the APAC market. "We are seeing accelerating demand for our product suite, particularly our Sonata Alta and Digital Advice propositions. Our private wealth, portfolio administration and microservices solutions further extend our wealth management ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice. In the terms of reference for the Quality of Advice Review, Treasury said it will "consider how the regulatory framework could ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... wealth management solution to affluent investors," UBS group chief executive Ralph Hamers said. In addition to digital advice, Wealthfront users will also have access to face-to-face advice. "Partnering with UBS will allow Wealthfront to offer our clients ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

Digital advice firm hires for institutional strategy

ANNABELLE DICKSON  |  WEDNESDAY, 13 OCT 2021
Ignition Advice has appointed a senior adviser to provide its senior management with guidance in executing not only its business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory ...

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... and retention, and assume responsibility for marketing and corporate affairs. He will also lead CFS's work on digital advice. Meanwhile, Bryce Quirk has been appointed as chief distribution officer to help the firm focus responding to the evolving ...