Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 164 results for %22Scaled Advice%22

ASIC consults on new statement of advice

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
... Statement of Advice (SOA) and related updates to the guidance in Regulatory Guide 90 - Example Statement of Advice: Scaled advice for a new client (RG 90). The design of the new example SOA has been informed by behavioural research into how people find ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... default version may leverage Midwinter's public calculator API to produce their own suite of calculators to generate the same scaled and comprehensive advice produced by AdviceOS. Midwinter managing director Julian Plummer said the calculators have been ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... platform requires no design skills, and advisers can begin inviting clients to use the platform immediately. "We have a scaled offering, from free plans to packages to suit larger groups. CashDeck is pre-populated with a series of emails that clients ...

AIA launches digital life insurance advice tool

EMMA RAPAPORT  |  FRIDAY, 17 MAR 2017
... to $6 million on top of a recent $2.5 million to help with its partnership with Challenger. The fintech aims to provide scaled financial advice to Australians in the pre-retirement phase, through the provision of affordable online advice solutions.

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... will work with an industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% of advice recommendations in-house. Provisio combines illustration ...

Robo-advice needs monitoring: IOSCO

JAMIE WILLIAMSON  |  THURSDAY, 22 DEC 2016
... age groups are also making use of the tools. The regulator reported that some automated advice firms are targeting scaled advice around retirement planning. ASIC also raised the concern that robo-advice may not be appropriate for some individuals and ...

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 ...

Link Group rebrand signals expansion

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... advice trend is on a growth trajectory - and funds should explore their advice offering now to avoid being left behind. "Scaled financial advice is no longer just a bolt on for superannuation funds, it is an integral part of member engagement and member ...