Search Results | Showing 1 - 10 of 660 results for "Minutes" |
| | | ... persistent barriers to the advice gap. According to UniSuper's data, most members complete the advice in around seven to 14 minutes, underscoring a low barrier to access affordable advice and beneficial for those with relatively straightforward needs. ... |
| | | | ... little or no interaction with the relevant clients or input into the preparation of the advice. He generally had only minutes to review the advice and assess its adequacy before joining calls to present it to clients," ASIC said. Separately, Monte Silva ... |
| | | | ... sits in Xplan, the integration connects legacy planning to the advice workflow, letting advisers establish a register in minutes from information the practice already maintains," Jowell said. Ong said Iress is building an ecosystem of technology partners ... |
| | | | ... processes and analyses payslips, account statements and meeting notes and other documents to generate a tax plan within minutes. Vanguard was one of the first backers of the start-up, taking part in a raise that took in US$600 million from investors ... |
| | | | ... way. Calls to AustralianSuper connected only 10% of the time and calls to Team Super connected 52% of the time within 15 minutes," SCA's report read. "Calls were made randomly at various times during the business day over a ten-week period. Long ... |
| | | | ... satisfactions scores right now are the highest they've ever been, and our average speed of answer is less than two minutes," the spokesperson said. "We are extremely happy with how the team is performing for members. At the time of the transition ... |
| | | | ... members can access the services through a dedicated partnership portal, with the process typically taking between 15 and 20 minutes to complete. |
| | | | ... oil shock," WAM said. "This shifted the domestic inflation and interest rate outlook, with the Reserve Bank of Australia minutes signaling further tightening." Magellan's drop in AUM was a result of net outflows and market movements from the Iran ... |
| | | | ... platform, which achieved a 90% improvement in onboarding efficiency. The upgrade allows advisers to be onboarded in just 2.5 minutes, new investors in an average of 4.5 minutes, and personal details to be updated in as little as 30 seconds, the firm ... |
| | | | ... agent. Advisers can feed it clients' budget and expenses, and it will spit out a cash-flow analysis in less than five minutes. Retrac director Travis Carter, who co-hosted the session, said not only does it save time, but it provides a level of service ... |
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