The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 6 of 6 results for "AdviceTech"|
|... sense for the partnership. "Importantly, we share a similar philosophy on the importance of customer data and the role AdviceTech plays in lowering the cost to service clients and improve the overall client experience," he said.|
|... past few years. In 2018 alone, it bought Madison Financial Group in April, trustee business Diversa in September and advicetech Decimal later than month. Its ambitions continued into the next year, when Sargon announced it would launch a small APRA fund ...|
|... advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined by Netwealth plan to ...|
|... workshop with actionable innovations. Netwealth will launch more tools for advisers addressing disruption, developing its AdviceTech roadmap, articulating values and reducing internal inefficiencies.|
|... itself at risk of being left behind if it doesn't catch up to the rest of the world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have ...|
|... business profitability (54%). Despite the expectation of greater efficiencies afforded through technology, the inaugural AdviceTech Research Report identifies certain back office technologies have had low adoption rates with some showing no indication ...|
| | |
David Orford's Optimum Pensions has signed a five-year exclusive agreement with Generation Life to bring its retirement income product to the market.
| | |
The poor quality of group insurance data is conducive to administrative blunders that are notoriously difficult to rectify, according to Rice Warner.
| | |
As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.
| | |
HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|