Search Results | Showing 71 - 80 of 180 results for "Digital Advice" |
| | | ... generational shift in favour of digital offerings, KPMG suggested, with the vast majority of under-40s in favour of digital advice. Meanwhile, 59% of those surveyed want financial advice from their super funds. Over a third of consumers said their super ... |
| | | | ... to clarify the firm is not planning to stop meeting clients face to face, and said Shadforth would not move to a digital advice proposition. However, he did mention the efficiencies afforded by adopting the practices forced upon it by social distancing ... |
| | | | ... preventing them from spending more time with their clients and potentially servicing more clients," it said. "B2B digital advice solutions such as robo-advice has been touted as a potential solution, but current options remain relatively niche. "Macquarie ... |
| | | | ... superannuation strategies, life insurance, self-managed super fund establishment and holistic advice. "Different types of digital advice models face different challenges in meeting their obligations, and this is likely to affect the trends in digital ... |
| | | | ... rise in users, with the cost of super and pension investments dropping by up to 10 basis points on the back of digital advice. The Sargon Decimal annual Digital Insights report shows that between July 2018 and June 2019, the average cost of investments ... |
| | | | ... Sargon Trustee Cloud software has previously only been available to funds which Sargon is itself the trustee and digital advice platform Decimal. "While Sargon is currently trustee of 16% (22 of the 136) of the public offer superannuation funds in Australia ... |
| | | | ... sector superannuation Jo-Anne Bloch said the super and advice sectors face an "enormous opportunity" to embrace digital advice, however conceded super would have to become more straightforward to emulate the success stories of Betterment and Wealth Front ... |
| | | | A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ... |
| | | | ... user input requirements. Called Super Blueprint, the superannuation fund has upgraded the offering to simplify the digital advice experience, delivering a personalised financial plan three times quicker than its previous service. The new user interface ... |
| | | | ... strategic fit, with Midwinter's AdviceOS solution - which powers back office administration for advisers and digital advice portals for superannuation funds in Australia - being a natural extension of Bravura's existing software solutions. The ... |
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