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Showing 41 - 50 of 129 results for "Scaled Advice"

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 ...

Link launches online super advice tool

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... Holden said. According to Link Advice chief executive Ross Bowden, online advice can be a significant triage tool. "A scaled advice model is a good entry point for people who have not previously received advice. Many members contact their super fund ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... up to date news. Compass Online will also enable clients to use digital signatures and positions the platform for scaled advice tools set to be released later this financial year. Managing director and principal adviser at Innovus Advice, Paul Wright ...

Former Westpac adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
... deceptive conduct during his time as a Westpac representative. Mahoney was employed by BT Financial Group in the Westpac scaled advice insurance business from October 2013 to July 2014 to provide retail clients with general advice only. Specifically ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... the ability to support the new generation of multi-advice applications. Decimal was awarded best superannuation scaled advice application for its superannuation intra-fund advice technology, with Infocus Platformplus awarded the 2015 innovation award ...

Gen X and Y not looking to robo advice

KERRIE SYDEE  |  THURSDAY, 21 APR 2016
... prefers to speak with an adviser on an ad-hoc basis, revealing an opportunity for Advisers to develop a wider range of scaled advice packages. Tim Hewson, national partnership manager, residential and wealth at ING Direct said: "This presents some interesting ...