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Showing 71 - 80 of 106 results for %22Adviser Technology Needs Report%22

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
... testament to how well our two organisations are working together to provide a holistic solution, combining the very best technology with Fortnum's innovative portfolios. "There's a growing appetite from independently-minded groups like Fortnum who value ...

Technology and collaboration to drive financial advice

KERRIE SYDEE  |  THURSDAY, 14 APR 2016
... Salesforce. According to the Salesforce Connected Investor report, 77% of Australian respondents listed collaboration with their adviser as the top way in which they would like to manage their investments. However only 9% of respondents had contact with ...

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
... homegrown fund managers more globally competitive compared to other financial centres, including HK and Singapore. Technology has also enabled the smaller players to get a bigger slice of the market, with product providers chasing investors who want ...

FIIG launches adviser services

ALEX BURKE  |  MONDAY, 7 DEC 2015
FIIG Securities has launched a new division catering to the business needs of financial advisers. FIIG Adviser Services will provide products, education and adviser-specific technology to assist with the implementation and ongoing management of fixed ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... Uber is to public transport," he said. "It could be an expensive mistake to make an uninformed decision to operate a robo-adviser or to choose to disregard or dismiss them."

StatePlus talking to super funds of all sizes

DARREN SNYDER  |  MONDAY, 16 NOV 2015
... level of training for your individuals, the right systems to manage that client experience and the extent to which technology can facilitate the delivery of the end-to-end customer experience is really important." It is this end-to-end experience that ...

Turnbull expected to dust off shelved policies

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... a thoughtful and considered manner." He also said: "We have to recognise that the disruption that we see driven by technology, the volatility in change is our friend if we are agile and smart enough to take advantage of it." The comment about disruption ...

ASIC ends Macquarie EU but sees gaps in advice files

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... changes in management, business structure, surveillance and compliance, staff training, monitoring and supervision technology and licensee risk governance." However, the regulator has asked independent expert KPMG to undertake further testing and MEL ...

Do not take adviser loyalty for granted: research

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
Platform providers should not take financial adviser's loyalty for granted, as new research shows that planners are exercising choice when it comes to platforms. The number of advisers using a platform due to the dealer group's preferences has fallen ...

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... hub." He said the app contains SMSF news, access to SMSF education documents and will allow trustees to find their nearest adviser. Users will meanwhile be able to set up a SMSF. "We believe this is the first time an SMSF has allowed for this level of ...