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Showing 1 - 10 of 191 results for "Digital advice"

AMP completes advice licensees sale

KARREN VERGARA | MONDAY, 2 DEC 2024

... advice. If the opportunity comes to expand that, we will as time progresses," she said. AMP will also launch a digital advice and educational offering in the first quarter of next year. "We still have 30% ownership in the new business and we are going ...

JANA snags Ignition Advice executive

MATTHEW WAI | THURSDAY, 21 NOV 2024

... platform and technology officer, has taken on the role. Mahoney led Ignition Advice's development of a low-code digital advice platform for global clients. He brings over 30 years of digital financial services experience having worked in senior capacities ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA | MONDAY, 4 NOV 2024

... grow among its members. CFS and Otivo recently launched an offering that charges $88 per year to access guided digital advice on investments, contributions, and insurance. The fee covers 12 months' access to Otivo's digital advice, with the option ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI | MONDAY, 28 OCT 2024

... generational wealth transfer are great, and the next two decades, paired with the quality of advice review, and the digital advice revolution could change how advisers operate their practices in unpredictable ways," Watson said. "What's clear is that ...

HUB24 share price, FUA skyrocket

KARREN VERGARA | TUESDAY, 15 OCT 2024

... share of FUA at 85%. During the quarter, HUB24 launched pre-populated advice fee consent forms and refreshed it digital advice fee consent dashboard. This provides advisers with greater flexibility and visibility to manage, track, renew, and request ...

Hostplus launches digital advice platform

ANDREW MCKEAN | MONDAY, 9 SEP 2024

... support the industry to solve the advice gap, leveraging technology and data to deliver engaging, personalised digital advice journeys. "Research shows that around 11.8 million Australians have unmet advice needs," Willmer said. "The ability to access ...

Inflation weighing on next generation of retirees

ELIZA BAVIN | THURSDAY, 20 JUN 2024

... (48%) and specific retirement income planning services (44%). However, 49% of Gen Xers reported that they preferred digital advice over in-person services, marking a significant increase from 35% five years ago, the research found. Notably, those turning ...

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 ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Adelaide

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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