The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 8 of 8 results for "Advice Intelligence"|
|... Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice ...|
|... planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning Software ...|
|... significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals in life are. Taking the time to work with your client, understand their ...|
|... financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed by ...|
|... software solution," he said. The continued shift to self-licensing is opening doors to new players - Intelliflo, Advice Intelligence, IRESS and Temenos and Swiss-based Avaloq are among them, he said. Frustrated advisers will soon have more choice and ...|
|... delivering non-generic financial plans, and communicating via sophisticated technology, the paper said. At a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession ...|
|... use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice ...|
|... way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said construction of the current licensing regime is ...|
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The industry fund will close its basic cash option on August 13, as it sees returns dry up.
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The head of Asia Pacific for the Canada Pension Plan Investment Board has been promoted, with a replacement yet to be confirmed.
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A former BT Financial Group executive will take the reins of Centrepoint Alliance from today.
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Robo adviser Six Park has lowered its minimum investment to just $2000, down from the $10,000 minimum it had at the start of 2020.
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