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Showing 81 - 90 of 720 results for %22Online Advice%22

Engaged members expect more from super

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... of age think skills and experience are more important than education and university (72%). A majority would consult an online source before making an investment decision. About 68% of young investors aged 18-29 said advice via social media is the way ...

Investors lose in viral stock picks

ELIZABETH MCARTHUR  |  THURSDAY, 5 AUG 2021
... referred to this group of stocks as "meme stocks". OMG assessed the price of these stocks one month before they became popular online, at the height of their popularity, and then one and three months after this height and also as at 30 June 2021. The ...

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... million views and #stocktok has more than 361 million. Frolov said the movement reflects a new trend of Millennials trusting online sources to make significant life decisions like buying a first home, investing in shares for the first time or re-assessing ...

ROA relief guidance released

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... allow all candidates who were unsuccessful at any prior sitting of the November exam to resit it. The exam will be offered online via remote proctoring and at exam venues. "This amendment aims to provide existing advisers with an additional opportunity ...

Saxo Markets names head of asset management

JAMIE WILLIAMSON  |  TUESDAY, 29 JUN 2021
... management at KPMG Australia. 'Saxo Markets has established itself in the APAC region as a trusted and well-regulated online trading and investment specialist," Saxo said. "In line with Saxo's vision to enable people to fulfil their financial ...

iFactFind launches

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... completed in about 40 minutes, providing that the client's information is on hand. The solution is securely accessed online by clients, advisers and support staff, and maintains an auditable record of every entry including the date and time changes ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
... March, ROAR patented Highlighter, its proprietary application that enables the conversion of Microsoft Excel tools into online web applications. ROAR chief executive Kevin Liao said this allows financial advisers to develop fully functional software ...

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
... still be provided by M&G's human advisers but will be underpinned by technology that automates processes like fact find, online submission and sustainability report creations. "The service will initially be targeted at the company's existing customers ...

Poor financial literacy failing young workers

KARREN VERGARA  |  TUESDAY, 25 MAY 2021
... or lived in a single-parent home. "Our data shows young Australians are turning to banks, finance companies or searching online for financial advice to fill in the gaps in their knowledge. Banks and finance companies should take their responsibility ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... Revolution has recently released a free mini fact-find, which removes the need to use PDF-based fact-finds and do-it-yourself online survey tools. The impact of this is a better experience for clients and less time spent by advisers, leading to more ...