Search Results | Showing 51 - 60 of 235 results for "digital advice" |
| | | ... (48%) and specific retirement income planning services (44%). However, 49% of Gen Xers reported that they preferred digital advice over in-person services, marking a significant increase from 35% five years ago, the research found. Notably, those turning ... |
| | | | ... with her recent role being senior business manager. Prior to that she was the lead for the strategy stream and led digital advice. She previously worked as a brand and strategy consultant, predominantly in the education and finance sectors, and worked ... |
| | | | ... Reflecting the growing digital world, SMSFs with unmet advice needs are increasingly expressing an interest in digital advice or digital tools with the assistance of a human adviser. The top three areas of interest are SMSF contribution strategies, investing ... |
| | | | ... fiduciaries, are the next fastest-growing category, skyrocketing at about 20%-25% CAGR. "Independent advice and digital advice are growing the fastest. There are two notable areas where technology is driving change in the US market. The first is that ... |
| | | | The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago. The Digital Advice Expert Group is now part of the FSC, founded by moneyGPS chief executive ... |
| | | | ... look for ways we can improve a client's overall wellbeing. Designing compelling, engaging, and transformational digital advice experiences that help define, co-create, and guide clients to live their best lives." Wood also pointed out that with fewer ... |
| | | | ... found that 38% of the 9.1 million Australians with unmet advice needs but no plans to seek advice would consider digital advice tools, equating to about 3.3 million individuals. In terms of specific features in a digital advice offering, the most common ... |
| | | | ... mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ... |
| | | | ... experience" also entailed streamlining various forms such as adviser-initiated pension payments, advice fee-grouping, digital advice fee, switch, and application forms. Weber specifically underscored the efficiency of Macquarie's digital pension withdrawal ... |
| | | | ... offerings, its EBITDA margins sit above 40% and is on track to grow revenue by over 140% in 2023. It has expanded its digital advice offering into cash management, lending, and most recently, lower-risk investments with its Automated Bond Portfolio. ... |
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