Search Results | Showing 1 - 10 of 39 results for "Wizard" |
| | ... 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. ... |
| | | "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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 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 ... |
| | | ... 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 ... |
| | | ... founder Michael Hintze (23rd place). Greg Coffey is the next professional investor on the list in 87th place. Known as "the Wizard of Oz", Coffey has accumulated his $532 million fortune trading for BT Investment Management, George Soros-backed Blue ... |
| | | "Toto, I've a feeling we're not in Kansas any more...We must be over the rainbow!" -Dorothy (Wizard of Oz) And if not, we're surely on our way...and a pot of gold awaits (the metaphorical one of course, not the metal that's now in a bear market). Forget ... |
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