Search Results | Showing 81 - 90 of 129 results for "Scaled Advice" |
| | ... people in advice and it will probably be through marketing activities and providing different sorts of advice such as scaled advice, online or by phone." "I am confident that the demand for advice will grow over the next four years," Danaher said. |
| | | ... expects to get back to them as soon as the new Government is elected. The FPA also plans to lobby for more clarity on scaled advice and the best interest duty. |
| | | Small-to-medium enterprises and IFAs will now have access to Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation ... |
| | | The Future of Financial Advice (FoFA) reforms will bring an increase of demand for scaled advice over the long term and the cost of advice will go down, Rice Warner research commissioned by Industry Super Network (ISN) found. The report based on modelling ... |
| | | ... of the best interest duty. The Coalition also wants to provide certainty around the provision and availability of scaled advice and to refine the ban on commissions on risk insurance inside superannuation. "The Coalition will amend the legislation to ... |
| | | ... best interest duty. At the same time, it will aim to provide certainty around the provision and availability of scaled advice and refine the ban of commissions on risk insurance inside superannuation. "We will be asking the next government, whoever it ... |
| | | ... financially sound acquisition," commented Wayne Wilson, managing director of Rubik Wealth. "Components in Provisio's scaled advice software and the COIN software platform complement each other, which can be leveraged by Rubik to enhance the solutions ... |
| | | ... for us," Plummer said. Midwinter will be taking its software to a second stage and by June, 2013, it will offer scaled advice strategic modules, including transition to retirement, retirement modelling and contribution optimisation. In September 2013 ... |
| | | ... including AustralianSuper, HESTA and LUCRF Super. Provisio has also developed a hosted platform for the provision of scaled advice for both the institutional and independent financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen ... |
| | | ... planning applications most frequently used by Australian financial advisers. Specific focus on client engagement, scaled advice, mobile and tablet technology, and the requirements under FoFA has made the functional gap between XPLAN and other planning ... |
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