Search Results | Showing 1 - 10 of 23 results for %22Advice Technology Benchmark Report%22 |
| | ... Australian Ethical and CoreData Research last year showed that nearly half of advisers include responsible investing in their advice proposition, driven by rising socially responsible behaviour and return expectations, with over 90% recommending it to ... |
| | | ... narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the ... |
| | | ... investment workflow makes it fundamentally different from early-stage fintech applications, such as automated investment advice, "which worked to mostly complement rather than disrupt existing financial service provision." It added personalisations ... |
| | | MLC Life Insurance has said the Quality of Advice Review (QAR) should focus on how to ensure Australians can access financial advice, regardless of their wealth. Ahead of Michelle Levy's draft report due later this month, MLC Life said it believes ... |
| | | ... 2021 Adviser Technology Needs Report. Providing an in-depth review of recent developments in the Australian advice technology space, including a benchmark of functionality offered by established advice software providers, the partnership brings together ... |
| | | ... after parting ways with BT Financial Group. The community, headed up Kon Costas, is a service for self-licensed financial advice businesses - offering support, education around compliance and regulatory change and connection with business peers. It parted ... |
| | | ... compliance technology and ability to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based ... |
| | | ... and administration solution on JBWere's wealth management portfolios on in 2016. JBWere had $52.3 billion in funds under advice and $28.2 billion in funds under management at March 2020. It manages $8 billion in the charitable space across Australia ... |
| | | ... arbitrage opportunities, particularly in the fixed income or credit space. Stephen Cole, a financial planner and stockbroker at advice firm Morgans, uses equity ETFs in client portfolios - but not fixed income. "We have a view that we should be active ... |
| | | ... mobile apps and data aggregation dashboards." The report is based on an in-depth survey of 396 accounting and financial advice firms conducted in December 2017. |
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