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Showing 71 - 80 of 185 results for "Digital advice"

Six Park, Rollit Wealth announce partnership

ALLY SELBY  |  MONDAY, 28 SEP 2020
... desperately need financial guidance, but many of those people don't have the budget for elaborate advice or fees." Scaled digital advice is an effective solution for this demographic, Aranwela said. "We've seen it happen in the US and the UK, accelerated ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

Ignition Advice announces fintech partnership

ANNABELLE DICKSON  |  WEDNESDAY, 9 SEP 2020
... with Avaloq to broaden its distribution and bring scale to its client base Through the partnership Ignition's digital advice solutions will be offered to 150 financial institutions in over 30 countries with clients including Barclays, HSBC, Societe ...

ERS will impact those who didn't access super: REST

ELIZA BAVIN  |  FRIDAY, 14 AUG 2020
... said. "We have gone from receiving around 100 calls per day to 400 per day, we went from putting out 200 pieces of digital advice in a month to nearly 2000 and our advice team was being inundated." Doyle said the fund is pleased that people are engaging ...

First Sentier bolsters board of directors

ALLY SELBY  |  THURSDAY, 6 AUG 2020
... FundsNetwork, from 1999 until his retirement from Fidelity in 2008. He is currently a board member of Marstone Inc, a digital advice company based in New York.

Generation gap opens up in financial advice

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JUL 2020
... 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 ...

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... 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 ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... 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 ...

ASIC claims to support robo-advice

ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
... 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 ...

Cost savings, RC boost digital advice

JAMIE WILLIAMSON  |  MONDAY, 16 DEC 2019
... 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 ...