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Showing 1 - 10 of 41 results for "Wizard"

AMP upgrades North

ANGELIQUE MINAS  |  WEDNESDAY, 17 DEC 2025
... where this new AI-powered technology plays a significant role, Maloney added. Following the success of the recontribution wizard, Batsakis described the new objective was to reach higher up the value chain and get directly to the source. "We needed to ...

AMP North launches new tool

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... which can be presented online or exported as standalone documents. "Together with North's newly launched 'Recontribution Wizard', advisers on North can now transfer from super or pension to IDPS and back to super in one workflow for eligible accounts," ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... generates cash flow, taxation, and net worth projections, allowing for the comparison of different scenarios through the Advice Wizard - a tool that streamlines the advice process from onboarding to financial strategy and annual reviews - has evolved. ...

Chief economist update: A tiny bug takes down the largest economy

BENJAMIN ONG  |  FRIDAY, 31 JUL 2020
"Toto, I've a feeling we're not in Kansas anymore." - Wizard of Oz Data revealed in the latest US National Accounts gave meaning to declarations that we are living in unprecedented times. Some would be concerned, but most would understand, reading ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
ANZ has blamed its systems and processes for failing to adequately monitor in-house financial advisers as well as its authorised representatives within three of its aligned dealer groups. Week two of the Royal Commission tasked with scrutinising advice ...

Tradies test predictive underwriting

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... insurers," Tilocca said. To advisers, the breakthrough in predictive underwriting complements the launch of the Pre-Assessment Wizard, which helps with loadings and exclusions for pre-existing medical conditions in real time, Tilocca said. Bringing these ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... customisations for XPLAN. The initial version will involve adjustments to the fact finding process and modifications to the wizard and template structure to better align advice strategies with client goals, PlanFocus director Rob Corben said. "We will ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... life insurance pre-assessment tool that reduces the application waiting time up to 48 hours. The OneCare Pre-Assessment Wizard aims to assist financial advisers understand the potential underwriting outcomes for certain medical circumstances timely and ...

IRESS appoints retirement incomes chair

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
IRESS has appointed a new retirement incomes chair. David Orford takes on the role having been chair of Financial Synergy, whose acquisition by IRESS was completed on October 31. Orford founded Financial Synergy in 1976, having previously been an actuary ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
... problems he identified was the statement of advice itself - he joked that it was similar to the Deadly Poppy Field in the Wizard of Oz. "Try reading through it yourself. You won't get halfway through without falling asleep," he said. He added that the ...
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