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Showing 61 - 70 of 199 results for %22goals-based advice%22

Vanguard pilots new robo offering

ELIZABETH MCARTHUR  |  THURSDAY, 19 SEP 2019
... financial planning tools to users and allow them to create a personalised, goal-based financial plan. In order to develop those goals, users will create a profile within the Digital Advisor interface that provides Vanguard with information about risk ...

Intra-fund advice must improve: Rice Warner

HARRISON WORLEY  |  WEDNESDAY, 4 SEP 2019
... approaching retirement cost-effectively." With recent advancements in technology, Rice Warner pointed out more tailored, goals-based advice could be provided, with location no longer a factor for clients living in remote areas. Further, scalable advice ...

Fitzpatricks expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... addition is in line with its heritage of "strategic growth through cultural and philosophical alignment around client-centric, goals-based financial planning." Stewart Symonds partner and general manager Garry Symonds has worked in the Perth-based firm ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... document or investigate his clients' existing products, failed to provide advice that was relevant to their specific goals and recommended the use of in-house Henderson Maxwell products without providing product comparisons or justifying why the ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... create matches between clients and advisers. The potential clients' personal profile includes their financial situation, life goals and location. FPA members are instantly notified that eligible consumers who match their criteria are interested in financial ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... management and comprehensive financial planning. The firm said clients from a wide range of demographics with a mix of financial goals use Intelligent Portfolios Premium. "We've seen many new clients sign up who knew they needed help with financial planning ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... loaded into the client database to avoid any double handling of data," Egger said. The software also includes a goals based advice tool, which is set to assist advisers in helping clients articulate their goals, by encouraging the use of SMART goals ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... money and a first class client experience. "Other advice groups we are working with have different investment beliefs or goals and their services vary accordingly," Sanders said.

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... additions to the market. Advice Intelligence and Milliman were awarded the Planning Software Innovation Award for their goals-based planning application. Investment Trends chief executive Michael Blomfield said software providers are increasingly turning ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... services will provide the bedrock for the median adviser to continually work with their clients to help them meet their goals," it says. In regards to the superannuation sector, industry funds will dominate. That said, the indexed nature of their investments ...