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Showing 71 - 80 of 720 results for %22Online Advice%22

Pinnacle backs investment platform

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... these retail consumers access our funds management expertise." Varlamos added: "The current zeitgeist - a proliferation of online trading apps, with extensive advertising about trading being fun and easy - is not healthy and won't last." "Trading shares ...

ETF Securities taps into fintech, blockchain

ANNABELLE DICKSON  |  THURSDAY, 14 OCT 2021
... DeFi Index which includes companies that aim to reshape the finance industry in blockchain adoption, a cashless society, online wealth platforms, alternative credit and cloud-based financial software. The ETF is available to investors on Chi-X Australia ...

AIOFP petitions to delay DDO, annual renewal

KARREN VERGARA  |  FRIDAY, 1 OCT 2021
... Owned Finance Professionals is calling on lawmakers to delay two major financial advice reforms until 2022 by launching an online petition. The AIOFP is seeking to delay the Design and Distribution Obligations and consent form rules until 1 July 2022 ...

Baby Boomers cashing in on meme stocks

ELIZABETH MCARTHUR  |  FRIDAY, 24 SEP 2021
... to time the market or make quick gains, especially in meme stocks. "This opens up a significant need for scalable online advice solutions that can be provided to online investors in the comfort of their own homes by well-informed and experienced advisers ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... want lower value life insurances, so expect some real changes in that space." Inwood stressed the move to put services online is no longer something the industry can fight as relationships with clients begin to change. "The relationship that we have ...

ASIC worried about finfluencers

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... might benefit from advice around insurance and cashflows but view professional advice as too expensive. "They may have gone online and got some advice from a social media influencer, or a finfluencer," Longo said. He added that ASIC is looking into the ...

AMP reduces super fees

JAMIE WILLIAMSON  |  MONDAY, 20 SEP 2021
... 29% saving across both fee types, excluding indirect fees. There will also be a simplified investment menu and enhanced online functionality, AMP said. "As part of our plan to simplify our business, we committed to lowering our fees, reducing our costs ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... revenue two years ago but spent less in 2021 at 7.3%. One example of advisers rapidly adopting technology is in the use of online meeting and digital signature tools, which increased since the onset of COVID-19. Some 75% of practices now use online meeting ...

Stockspot hires from Vanguard

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
... clients' investment advice needs," said Stockspot chief executive Chris Brycki. Stockspot was founded in 2013 and offers online investment advice. According to Rainmaker Research, there are eight robo-advice providers in Australia. They offer seven ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... Sequoia's family office business. Sequoia's other three business units are technology solutions for advisers and accountants; online brokerage; and clearing and settlements services. As for its self-managed super fund administration offering, Crole said ...