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Showing 41 - 50 of 134 results for "Scaled Advice"

UniSuper establishes on-campus footprint

HARRISON WORLEY  |  THURSDAY, 3 MAY 2018
... preference for face-to-face advice. This is the case for both complex comprehensive financial advice as well as with scaled advice, where a member is only looking for advice on one or two specific financial issues," McCartney said. According to the fund ...

Ignition appoints new chief executive

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... advice organisations and his appointment "will drive Ignition Wealth's expansion into the savings, retirement and scaled advice markets." Prasad said digital financial advice as an industry is "at a very exciting stage." "I am looking forward to ...

Industry fund introduces chief customer role

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... broad suite of high quality advice services to our members," he said. In February, UniSuper said demand for its scaled advice offering had grown 20% year on year, proving particularly popular among younger members. Meanwhile, demand for comprehensive ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... experiencing significant growth due to increased demand from younger members. According to UniSuper, demand for its scaled advice offering has increased more than 20% in the last 12 months as a growing number of younger members seek cost-effective, tailored ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have the biggest impact on advice practices in the next five years. "I've got a ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... borders." As such, PlanPlus Global is accelerating its growth strategy to include an expansion of its collaborative scaled advice platform from DIY to adviser-driven. It is also exploring the opportunities in big-data and artificial intelligence as a ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... technologies have had low adoption rates with some showing no indication they will become mainstream. These include scaled advice tools, online self-service tools to capture client (or prospect) information, transcription software, and robo-investment ...

ASIC consults on new statement of advice

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
... Statement of Advice (SOA) and related updates to the guidance in Regulatory Guide 90 - Example Statement of Advice: Scaled advice for a new client (RG 90). The design of the new example SOA has been informed by behavioural research into how people find ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... will work with an industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% of advice recommendations in-house. Provisio combines illustration ...

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... age groups are also making use of the tools. The regulator reported that some automated advice firms are targeting scaled advice around retirement planning. ASIC also raised the concern that robo-advice may not be appropriate for some individuals and ...