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Digital advice needs simplicity | Money Management


“A combination of digital, phone-based and face-to-face elements are all essential to the advice proposition and obviously technology plays a critical role in bringing all of these elements together.”
Mills Oakley partner, Mark Bland, agreed and said a digital offering was an essential component to making advice more affordable.
“It’s achievable until a point but some clarity in the regulatory obligations is going to be essential for it to take off,” he said.
Boyes noted the biggest challenge in creating a digital advice offering what making it simple.
“It comes back into having an understanding of the success method and what you’re trying to achieve. It’s not about picking up what humans have done and making it digital and thinking it will be successful. It’s not a point in time solution as well,” he said. ....

Glenn Boyes , Joshua Parisotto , Australian Institute Of Superannuation Trustees , Australian Institute , Superannuation Trustees , Super Financial Advice Symposium , Mark Bland , க்ளென் சிறுவர்கள் , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , குறி சாதுவான ,

PRI CEO Fiona Reynolds to lead Conexus Financial


Fiona Reynolds
Fiona Reynolds, CEO of the Principles for Responsible Investment, is leaving in January to become CEO of Conexus Financial, Australia s largest independent financial media organization.
Her new mandate with Conexus Financial will involve guiding the Australian investment industry to global best practice in sustainability, governance, retirement income policy and financial advice.
Ms. Reynolds has led PRI for nine years at a critical period of growth for sustainable investment. Under her leadership, the U.N.-supported network of investors has grown to more than 4,000 signatories with a collective $121 trillion in assets under management.
Now based in London, Ms. Reynolds will relocate to Sydney. ....

New South Wales , City Of , United Kingdom , Colin Tate , Fiona Reynolds , Conexus Institute , Australian Institute Of Superannuation Trustees , Responsible Investment , Conexus Financial , Australian Institute , Superannuation Trustees , Australian Financial Review , புதியது தெற்கு வேல்ஸ் , நகரம் ஆஃப் , ஒன்றுபட்டது கிஂக்டம் , கொலின் டேட் , பியோனா ரெனால்ட்ஸ் , கோணேஸ்ஸ் நிறுவனம் , ஆஸ்திரேலிய நிறுவனம் ஆஃப் சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , பொறுப்பு முதலீடு , கோணேஸ்ஸ் நிதி , ஆஸ்திரேலிய நிறுவனம் , சுப்பெறன்ணுஅதிோன் அறங்காவலர்கள் , ஆஸ்திரேலிய நிதி விமர்சனம் ,