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Showing 71 - 80 of 235 results for "Digital Advice"

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... Australia globally, as well as the cutting-edge engineering, continues to lead the way in the provision of hybrid digital advice."

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Fletcher added: "We look forward to working with the abrdn team to facilitate a seamless transition for all investors." ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA  |  TUESDAY, 27 JUN 2023
... rely on exemptions and therefore can include lifetime annuities and make recommendations using human advisers or digital advice tools - but with the appropriate warnings, he said. "It might be argued that they have an obligation to do so in the interests ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... determination. "Government consultation will test how these proposals might operate under different advice models, including digital advice models, and across sectors. Consultation will also consider practical policy design and implementation issues ...

Regulation, funding inhibits digital advice: Report

KARREN VERGARA  |  MONDAY, 22 MAY 2023
Several key risks are inhibiting digital advice providers from operating with confidence, a new report finds, one of which is the red tape that is preventing them from moving successfully forward. AMP's Digital financial advice market scan, together ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... their customers. This will improve the quality of the advice they give," she said. She further highlighted that digital advice should be encouraged and advisers should ultimately be helped to use their professional skills to provide advice to their clients ...

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
... financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including demographics and preferences. Iress said it is ideal for ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... digital capabilities of the firm, a big user of video SoAs. Meanwhile, Viridian's investment in cybersecurity and digital advice technology will benefit existing EFS clients, it said. "EFS is thrilled to be joining the Viridian Financial Group Family," ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
A new industry association founded by four digital advice providers has been initiated to support the Quality of Advice Review (QAR) proposed reforms and serve as a united voice before government. The founding members and representatives of the body ...