Search Results | Showing 41 - 50 of 182 results for "Digital advice" |
| | ... is at least one or for larger organisations several relevant providers," Maroney said. He acknowledged the role digital advice will play in the future but was concerned over the lack of mentions around accountants. "Digital advice gets 23 mentions in ... |
| | | ... responsibility on providers to consider how they should offer advice but added it also makes it easier to provide digital advice, simple advice and regular advice to consumers. "More importantly, it would create an opportunity for providers to give their ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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 ... |
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