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Showing 1 - 10 of 184 results for "Digital advice"

Count names brand, experiences head

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... with her recent role being senior business manager. Prior to that she was the lead for the strategy stream and led digital advice. She previously worked as a brand and strategy consultant, predominantly in the education and finance sectors, and worked ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... Reflecting the growing digital world, SMSFs with unmet advice needs are increasingly expressing an interest in digital advice or digital tools with the assistance of a human adviser. The top three areas of interest are SMSF contribution strategies, investing ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... fiduciaries, are the next fastest-growing category, skyrocketing at about 20%-25% CAGR. "Independent advice and digital advice are growing the fastest. There are two notable areas where technology is driving change in the US market. The first is that ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago. The Digital Advice Expert Group is now part of the FSC, founded by moneyGPS chief executive ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... look for ways we can improve a client's overall wellbeing. Designing compelling, engaging, and transformational digital advice experiences that help define, co-create, and guide clients to live their best lives." Wood also pointed out that with fewer ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... found that 38% of the 9.1 million Australians with unmet advice needs but no plans to seek advice would consider digital advice tools, equating to about 3.3 million individuals. In terms of specific features in a digital advice offering, the most common ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... experience" also entailed streamlining various forms such as adviser-initiated pension payments, advice fee-grouping, digital advice fee, switch, and application forms. Weber specifically underscored the efficiency of Macquarie's digital pension withdrawal ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
... offerings, its EBITDA margins sit above 40% and is on track to grow revenue by over 140% in 2023. It has expanded its digital advice offering into cash management, lending, and most recently, lower-risk investments with its Automated Bond Portfolio. ...

Cost-of-living crisis puts young members at risk: Rest

ANDREW MCKEAN  |  TUESDAY, 31 OCT 2023
... funds make it simple for members to access and understand their super, and provide seamless experiences through digital advice, apps and online customer service." While acknowledging that funds can't do it all, Doyle urges her industry peers to seize ...
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