Search Results | Showing 41 - 50 of 106 results for %22Adviser Technology Needs Report%22 |
| | ... is a unified managed accounts (UMA) solution through a digital portal. Overall, Praemium raked in $768 million of new adviser/investor money in the 2018 December quarter. This takes its gross inflows for last year to $2.8 billion which is 10% higher ... |
| | | ... lift and shorter duration assets will perform better. Not as passive Talis Putnins, a professor at the University of Technology Sydney's Finance Discipline Group, says he sees no evidence of ETFs eroding market efficiency. A paper he co-authored ... |
| | | ... products have been developed over the past 20 years, and are very difficult to change, even though consumer needs and technology have shifted seismically. At Integrity, it's a hands-on environment, where we are able to co-create a new type of life ... |
| | | ... Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate information, this year's Planner Technology Report found. The younger generation ... |
| | | ... for clients investing in both custodial and non-custodial assets. "We were impressed with the flexibility of OneVue's technology. Features such as the ability to get a client's total wealth view across a number of tax entities such as SMSFs, family trusts ... |
| | | ... offerings. Cardena partners with estate planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has ... |
| | | ... aligned advice network over 2018-19. AMP also noted its ongoing investment in artifical intelligence and voice-activated technology as part of improving its wealth business. The example used was the virtual assistant, Kimberly, which was based on software ... |
| | | ... RoA generation now offered by HUB24, Netwealth and OneVue is also creating business efficiencies. "Our latest Planner Technology Report shows that advisers want the next generation of platforms to play a greater role in advice delivery, and many leading ... |
| | | ... These are cloud-based tools targeted at advisers, mortgage brokers and super funds and, according to Moneysoft head of technology and commercial operations Jon Shaw, they "[enable] advisers to focus on developing strong personal relationships as a basis ... |
| | | ... Facebook and Uber are setting consumer expectations. The financial advisers of today are not being compared to their fellow adviser down the road or in the bank, [clients are] looking at the services they use all day every day and wondering why what ... |
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