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Showing 1 - 7 of 7 results for %22Link Advice Digital Fact%22

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... enable it to "competitively leverage opportunities for sustainable growth." The most significant change will be to its Advice Services business, where it will introduce a partnership ownership model for RI Advice Group, Consultum Financial Advisers ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
... Baillie Gifford Praemium - The platform of everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super - Aware Super app CommSec - CommSec ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
... for a new offering will be available to all super funds that are Link Advice clients and is called the Link Advice Digital Fact Find. Link said it is designed to reduce barriers to the uptake of advice by completely digitising paper-based fact find documents ...

Super fund ventures into robo-advice

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... management technology provider Moneysoft to streamline its advice offering for clients. The new service, Link Advice Digital Fact Find, will enable super funds to configure fact-finds to their requirements, capturing the voice of the members that will ...

MAX finalists named, voting open

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... Baillie Gifford Praemium - The platform of everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super - Aware Super app CommSec - CommSec ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
... products to customers at the end of general fact-finding processes, which the customers may have mistaken as "personal" advice rather than "general" advice. Commonwealth Bank and ANZ have acknowledged they have entered enforceable undertakings from the ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
... engagement, education and innovative service delivery.A A consequence is the positive influence this has on the perception of advice professionals and role they play in the client's life.A It is vital that licensees and principals look to integrate these ...
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