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digital advice
Financial advice
Rest plans to offer its members a collectively charged digital advice tool, as well as access to phone-based ‘qualified advisers’ to assist members adopting the digital p...
Financial advice
Changes under the Quality of Advice Review mean 2024 will be a “pivotal year” for improving superannuation technology as funds look to provide digital advice to members, ...
Financial advice
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...
People and Products
Aware Super has released a digital advice tool called My Retirement Planner, which is expected to be launched widely in 2024, to provide insights into retirement confiden...
Financial advice
The $75 billion fund has told Super Review of a 25 per cent increase in use of its digital advice tools in the last financial year and has further boosted these internal ...
Financial advice
It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter. ...
Superannuation
Two RSE licensees are exploring digital planning services and a third is considering a digital advice tool, but the latest APRA/ASIC thematic review has suggested several...
Superannuation
It is important that super funds giving advice apply the same rules as professional financial advisers, according to Otivo founder, Paul Feeney....
Expert Analysis
With five million Australians approaching retirement, now is the time for them to be seeking financial advice or guidance and their super funds can play a part in providi...
Superannuation
Addressing the QOA Review’s recommendations on digital advice, UniSuper CEO Peter Chun has voiced his support of personalised digital experiences for members, likening it...
Financial advice
A new survey showed superannuation funds in Australia have an appetite for digital advice but more work needs to be done when it comes to its adoption....
Financial advice
While super funds view digital advice as being a must they have cited business case approval as the largest challenge for implementation, according to a report....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...