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Showing 51 - 60 of 134 results for "Scaled Advice"

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 ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... 2013 clients; and the repeal of the opt-in requirement. The bill repeals changes to the best interests duty and scaled advice, the execution only provision, changes to allow the payment of mixed benefits; and the general advice exemption relating to ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... lowering the cost of services, educating consumers and increasing the amount of people receiving advice through scaled advice," Macaulay said. "But the sector needs to improve the compliance and record keeping. There is also the potential for large scale ...

ASIC's robo-advice taskforce to monitor AFSLs

STAFF WRITER  |  MONDAY, 28 SEP 2015
... The new taskforce is examining the adequacy of compensation arrangements, algorithms and the interaction between scaled advice and the best interest duty. "We have observed that some start-up businesses may offer a specific or scaled advice service-for ...

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
... Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to self-process simple scaled advice tasks based on specific investment objectives or broader "life goals". Goals and outcomes are then represented visually ...

Industry fund advice on the rise

ALEX BURKE  |  MONDAY, 10 AUG 2015
... through multiple channels - including online, phone and face-to-face - and different structures, such piecemeal, scaled advice, intra-fund advice and holistic advice. "This survey indicates that the not-for-profit sector is shaping up to be a very significant ...