Search Results | Showing 81 - 90 of 106 results for %22Adviser Technology Needs Report%22 |
| | | ... almost half that of its nearest competitor. "We have been working closely with our advisers to understand their changing needs post FoFA, with issues such as fees, compliance, and process automation being at the top of the list. We believe our new SMSF ... |
| | | ... its amendment to the FOFA legislation relating to the controversial requirement, which gives ASIC the power to exempt an adviser or dealer group from opting-in. Under the new legislation, the regulator "may exempt a person, or a class of persons, from ... |
| | | Asteron Life has continued its product rollout targeting the independent adviser market, with the completion of a $10m technology upgrade to its Asteron Life Complete platform. Jordan Hawke, Asteron Life executive general manager, adviser distribution ... |
| | | ... and strategy website for its advisers, offering equities, product and thematic market research to meet the needs of its adviser network. The new website will include a range of features such as podcasts, approved product lists, model portfolio information ... |
| | | ... the last 12 months and believe we have delivered a clean intuitive and innovative service harnessing the latest web technology and usability," said Matt Heine, executive director, netwealth. "We spend a lot of time talking to our clients and developing ... |
| | | ... AXA's desire to provide the best possible technology framework to deploy advice and practice management services to its adviser businesses, said Tizzy Vigilante, IRESS general manager, wealth management Australia. "Our continued focus is on making it ... |
| | | ... have the added ability to set portfolio preferences at an individual client level to tailor the template to the individual needs of the client. "They'll benefit from greater portfolio administration efficiency, be able to keep clients' portfolios on ... |
| | | Macquarie Wrap creates accounts structure free of adviser rebates and commissions that offers a new range of investment, superannuation and pension accounts. The Consolidator Series has a flexible pricing structure that Macquarie said would allow advisers ... |
| | | ... "Macquarie and AMP are the leaders in this area - but there is still a significant gap between insurer capability and adviser needs," said Cobb. Meanwhile, Tower's tele-underwriting services were rated as the best among all the insurers surveyed. AIA ... |
|