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Showing 61 - 70 of 134 results for "Scaled Advice"

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
... reasons for this include a lack of trust in financial advisers, low financial literacy, and lack of availability of scaled advice," Roy Morgan Research industry communications director Norman Morris said. The report was based on the answers to 250,000 ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... the client experience. Improvements to the software's look and ease of navigation to the various scaled and non-scaled advice documents are based on adviser feedback. The developments were made over 18 months and involved 20 financial advisers and 16 ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... advice'. Based on the company's AdviceOS software, the platform will enable 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 ...

Midwinter launches scaled advice division

LAURA MILLAN  |  THURSDAY, 16 APR 2015
Software provider Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company's strategy in this area. Halie Samson will be head of scaled advice at Midwinter and was previously project manager ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
... concluded savvy operators were increasingly looking at ways to leverage automated advice to deliver a low cost, scaled advice offering. The report stated robo advice was one way to recruit new and potential clients with lower account balances because ...

Marketing key to $480bn post-retirement opportunity

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
... lever, perhaps easing the pressure to lower fees," Inwood said. CoreData has uncovered a growing latent demand for scaled advice among pre and post-retirees in APRA-regulated funds. The majority of those surveyed (60.2%) said they would be likely to ...

QSuper appoints Decimal as advice platform provider

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
QSuper has appointed Decimal Software Limited as the software platform provider for its scaled advice operations. Decimal's platform will provide QSuper members with the option for limited financial advice with real time process and compliance management. ...

Coalition secures PUP support on FoFA vote

LAURA MILLAN  |  THURSDAY, 2 OCT 2014
... streamlining of fee disclosure statements, amending the best interest duty and providing certainty around the provision of scaled advice. Some of these changes took effect on 1 July 2014, while others will have to wait until the government has passed ...

ASIC reviews FoFA progress

JAMES FERNYHOUGH  |  THURSDAY, 18 SEP 2014
... to financial services product providers. However, ASIC said a number of AFS licensees had reported an increase in scaled advice and strategic advice, and most had reviewed their approved product lists. Most licensees reported a change in income as a ...

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
... reviews as an area where improvements could be made, 62% answered generation of FoAs, 57% compliance, 45% providing scaled advice and 40% completing workflows during client meetings. In total, "91% of planners say technology can really help out in client ...