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Showing 81 - 90 of 164 results for %22Scaled Advice%22

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
... reasons for this include a lack of trust in financial advisers, low financial literacy, and lack of availability of scaled advice," Roy Morgan Research industry communications director Norman Morris said. The report was based on the answers to 250,000 ...

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
... digitally," IRESS managing director of wealth management for Australia and New Zealand Tizzy Vigilante said. "Areas such as scaled and guided advice are also growing and provide further opportunities for use of this content," she said. Vigilante added ...

Netwealth rolls out Model Office improvements

STAFF WRITER  |  TUESDAY, 19 MAY 2015
... the client experience. Improvements to the software's look and ease of navigation to the various scaled and non-scaled advice documents are based on adviser feedback. The developments were made over 18 months and involved 20 financial advisers and 16 ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
... advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice tasks based on specific investment objectives or broader "life goals". Goals and outcomes are then represented visually ...

REI Super launches live video advice

LAURA MILLAN  |  THURSDAY, 23 APR 2015
... traffic to the fund's financial advice website pages increased by 90% during the same period. REI Super advice fees are scaled and depend on the level of advice, as well as on the communication channel, with video advice being more affordable than traditional ...

Midwinter launches scaled advice division

LAURA MILLAN  |  THURSDAY, 16 APR 2015
Software provider Midwinter has set up a scaled advice division and appointed a former Fortnum Financial executive to lead the company's strategy in this area. Halie Samson will be head of scaled advice at Midwinter and was previously project manager ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
... concluded savvy operators were increasingly looking at ways to leverage automated advice to deliver a low cost, scaled advice offering. The report stated robo advice was one way to recruit new and potential clients with lower account balances because ...

Marketing key to $480bn post-retirement opportunity

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
... lever, perhaps easing the pressure to lower fees," Inwood said. CoreData has uncovered a growing latent demand for scaled advice among pre and post-retirees in APRA-regulated funds. The majority of those surveyed (60.2%) said they would be likely to ...

ClearView calls for life insurance industry crackdown

ALEX BURKE  |  TUESDAY, 24 FEB 2015
... ClearView's statement were indicating that narrow APLs were not in "clients' best interest", banning shelf space fees and scaled volume bonuses and the replacement of "commissions" with a term like "adviser service fees", with an emphasis on fee transparency. ...

QSuper appoints Decimal as advice platform provider

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
QSuper has appointed Decimal Software Limited as the software platform provider for its scaled advice operations. Decimal's platform will provide QSuper members with the option for limited financial advice with real time process and compliance management. ...