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Showing 51 - 60 of 720 results for %22Online Advice%22

ASIC appeals CFS, CBA decision

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2022
... ASIC alleging the two entities breached conflicted remuneration laws because CFS paid CBA to distribute it in branches and online. This went on between 2013 and 2019, with close to 400,000 customers signed up. However, the court dismissed the proceedings ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... advisers, CFS Elevate offers free training, networking events and collaboration tools, as well as the CFS Professional Year online community hub with XY Adviser. Other resources include a comprehensive suite of education and personal development materials ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... further 24.4% intend on adopting technology to manage content on websites and blogs, meaning it has high growth potential. Online fact-find and risk profiling tool usage has increased over the previous two years to 38.9% from 34.2% in 2020. The report ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... streamline their operating model. "Most of the advisers and support staff on our platform prefer to access information online, to save time, and we're continuously looking at how we can support them," Mather said. Meanwhile, BT's chatbot Blue, which ...

Legalsuper launches new member portal

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
The industry super fund has teamed up with Link Group to create a new cloud-based online portal, using real-time data to connect with members. The MemberAccess platform delivers on legalsuper's commitment to provide members with "the best online ...

Vote now in 2022 FS Power50

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... Standard' s editorial vetting screen are included in the final list, which will be published in Financial Standard and online in October. This year's FS Power50 is sponsored by La Trobe Financial, Praemium, AXA Investment Managers and Macquarie. ...

BTC Markets gains ASFL

CHLOE WALKER  |  TUESDAY, 21 JUN 2022
... announcement in the last 12 months. It partnered with Volt Bank in September 2021, established a trading arrangement with online broker SelfWealth in February, and most recently signed a deal with Mastercard. The crypto exchange has also successfully ...

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
... roles and responsibilities, given that not all of our members provide financial advice". "Our members are full-service and online brokers, execution-only participants and provide wealth advice and portfolio management services," SIAA said. It also confirms ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... clients," she said. Taking place between December 2021 and January 2022, the 13th edition of the report was conducted via an online quantitative survey for 669 Australian-based financial advisers.

ASIC issues warning to finfluencers

JAMIE WILLIAMSON  |  MONDAY, 21 MAR 2022
... ASIC chair Joe Longo last year that the regulator was concerned with the conflation of personal and general advice in the online influencer space and with consumers turning to influencers for financial advice. INFO 269 Discussing financial products and ...