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Showing 891 - 900 of 2580 results for "Online"

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... dealing with people's future - giving people the ability to speak to someone is an important part of our DNA," he said. The online financial adviser partnered with Class in May to enable accountants using the self-managed superannuation fund software ...

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
... the ninth year of the global bull market, and we're happy to share our combined insights and research through this new online resource," Ristuben said.

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... it easier to start on their personal advice journey," he said. Map My Plan for Advisers is a robo-advice initiative, an online platform that helps people build engagement in the financial advice journey. It has already been employed in financial advice ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... the theory on how to best utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... encompasses risk assessments, trade execution, portfolio monitoring and rebalancing and other services, including a secure online messaging platform to connect with APP Securities brokers.

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... case studies on protection from cybercrime and explore what advisers can do to help protect their clients to stay safe online. To view the full AFA 2017 National Adviser Conference Program click here. Celebrating 40 years of AFA conferences, AFA vice ...

AMP improves adviser mental health training

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
... organisation, the Black Dog Institute, as part of Mental Health Awareness Week (October 8 to 14). AMP recently launched an online Life Insurance Framework (LIF) resource to help prepare advisers for the 1 January 2018 legislative changes.

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... regulators, academics, industry and professional association members provided feedback, in addition to over 60 interviews, online voting and 1600 comments received by the Beddoes Institute. "This truly is an exciting moment because through collaboration ...

SuperConcepts chief joins Macrovue board

ALEX BURKE  |  FRIDAY, 6 OCT 2017
... working closely with Sid and the team, especially given that SMSF investors are heavily exposed to equity portfolios. As an online investment platform Macrovue makes it easy to invest in both Australian and international shares." Finch added: "Macrovue's ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... media accounts, emails and banking records. Digital assets also include iTunes accounts, medical records, domain names, online businesses and bitcoins. This lack of understanding presents potential problems for individuals and businesses, particularly ...