Search Results | Showing 71 - 80 of 233 results for "Digital Advice" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
| | | | 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 ... |
| | | | ... their own; both indexed strategies and actively managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully ... |
| | | | ... and worked at Commonwealth Bank and HSBC. Keary said during his time as chief executive he "helped build a strong digital advice brand and prospect pipeline in Australia and securing a strategic investor. With this role helping bridge the advice gap ... |
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