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| | | ... the theory on how to best utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology ... |
| | | | ... encompasses risk assessments, trade execution, portfolio monitoring and rebalancing and other services, including a secure online messaging platform to connect with APP Securities brokers. |
| | | | ... case studies on protection from cybercrime and explore what advisers can do to help protect their clients to stay safe online. To view the full AFA 2017 National Adviser Conference Program click here. Celebrating 40 years of AFA conferences, AFA vice ... |
| | | | ... organisation, the Black Dog Institute, as part of Mental Health Awareness Week (October 8 to 14). AMP recently launched an online Life Insurance Framework (LIF) resource to help prepare advisers for the 1 January 2018 legislative changes. |
| | | | ... regulators, academics, industry and professional association members provided feedback, in addition to over 60 interviews, online voting and 1600 comments received by the Beddoes Institute. "This truly is an exciting moment because through collaboration ... |
| | | | ... working closely with Sid and the team, especially given that SMSF investors are heavily exposed to equity portfolios. As an online investment platform Macrovue makes it easy to invest in both Australian and international shares." Finch added: "Macrovue's ... |
| | | | ... media accounts, emails and banking records. Digital assets also include iTunes accounts, medical records, domain names, online businesses and bitcoins. This lack of understanding presents potential problems for individuals and businesses, particularly ... |
| | | | ... emerging-market HNWIs," the consultant said. Capgemini noted HNWIs have high expectations of increased efficiency, transparency, online excellence, and innovation, as is often offered by BigTech. However the consultant did reassure everyone not to panic ... |
| | | | ... extends across the entire value chain. "Insurers need to provide support from the back end, through seamless underwriting and online applications, all the way to the front end, by assisting planners with client engagement and education," Choi said. "Insurers ... |
| | | | ... legacy ones), using a "common language that supports consistent recording, reporting and analysis" and developing a new online presence "to support improved stakeholder interaction and better collection of digital data." |
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