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Showing 91 - 100 of 180 results for "Digital Advice"

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... engagement, decision support and advice. Milliman will analyse data and Ignition will contribute on user experience and digital advice fronts. Ignition Wealth said leveraging rich datasets to develop digital engagement and advice solutions allows complex ...

AMP Advice risk chief departs

HARRISON WORLEY  |  THURSDAY, 17 MAY 2018
... third proposed class action lawsuit over shareholder losses due to the Royal Commission findings. In other news, digital advice experience AMP Goals 360 has been awarded Best in Class for Design Strategy at the 60th anniversary of the Good Design Awa ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... online financial advice and wealth management technology. The white-label structure will see Collins House offer a digital advice service to clients: Collins House Online Investment Services (CHOIS). CHOIS will use Clover's proprietary digital advice ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... by Australian Unity in March. This marks the second acquisition by IRESS in less than a month, having acquired digital advice compliance business Lucsan. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight ...

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... Suzanne Holden added: "Link is very excited about the future of our advice business." "Bringing our market leading digital advice capabilities together with our experience and expertise in telephone and face to face advice, we are well positioned to ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
IRESS will acquire a regtech and data analytics provider after making a minority investment in the business last year. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best ...

Decimal appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 6 MAR 2018
... Potts cited Watkins' experience and technical knowledge of the sectors as key reasons behind his appointment. "Digital advice is continuing to evolve, and it is clear the market requires greater levels of industry expertise to support clients in their ...

Decimal announces key super fund contracts

DARREN SNYDER  |  TUESDAY, 27 FEB 2018
... diversified bank." The ASX-listed firm has signed QSuper for a further three years, extending the public offer fund's digital advice solution from 1 January 2018. QSuper chief executive Michael Pennisi said the super fund's 565,000 members have embraced ...

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
Yellow Brick Road's (YBR) wealth business and its digital advice strategies have helped boost the firm's 1H18 performance. In the six months to December, the wealth business reported a 7% increase in revenue to $6.5 million on the prior year. YBR's ...