Search Results | Showing 41 - 50 of 135 results for "Scaled Advice" |
| | | ... technology to have the greatest impact on their business over the next five years. Meanwhile, 32.13% believe it will be scaled advice and 31.15% anticipate artificial intelligence and machine learning will bring about great change. Interestingly, robo-advice ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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