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Showing 131 - 140 of 235 results for "Digital advice"

Sargon opens door to trustee tech

ELIZA BAVIN  |  TUESDAY, 3 DEC 2019
... Sargon Trustee Cloud software has previously only been available to funds which Sargon is itself the trustee and digital advice platform Decimal. "While Sargon is currently trustee of 16% (22 of the 136) of the public offer superannuation funds in Australia ...

New advice groups detrimental to consumers

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
... sector superannuation Jo-Anne Bloch said the super and advice sectors face an "enormous opportunity" to embrace digital advice, however conceded super would have to become more straightforward to emulate the success stories of Betterment and Wealth Front ...

ASIC nudges robo-adviser to shutter

ELIZABETH MCARTHUR  |  FRIDAY, 18 OCT 2019
A digital advice firm has voluntarily shut down two robo-advice tools after ASIC raised concerns. Lime FS, a Sydney-based Australian financial services licensee, was running corporate authorised representatives Plenty Wealth, Plenty Plus and Lime Wealth ...

Intrust Super revamps robo-advice

KRISTI CHENG  |  FRIDAY, 20 SEP 2019
... user input requirements. Called Super Blueprint, the superannuation fund has upgraded the offering to simplify the digital advice experience, delivering a personalised financial plan three times quicker than its previous service. The new user interface ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... strategic fit, with Midwinter's AdviceOS solution - which powers back office administration for advisers and digital advice portals for superannuation funds in Australia - being a natural extension of Bravura's existing software solutions. The ...

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
... in the Asia Pacific region. The company believes the findings from the Royal Commission will ensure demand for digital advice solutions in Australia grows. "In the coming years, we see a great opportunity for financial institutions to deploy digital ...

VicSuper updates digital advice offering

HARRISON WORLEY  |  TUESDAY, 22 JAN 2019
A refreshed user interface, a new coach avatar and new retirement planning options have been rolled out to VicSuper members after the fund updated its Beeline digital guidance and advice tool. The update means VicSuper members now have a new mix of ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... wealth business, in a move designed to allow the firm to concentrate on its high-net-worth clients. Super enters new digital advice realm July saw giant superannuation fund administrator Link Group upgrade all existing clients to a new digital advice ...

Ignition lifts off in Ireland

HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
... Ignition Advice - formerly Ignition Wealth - partnered with the Bank of Ireland to launch Life Advice, a scalable digital advice solution designed to assist the bank's millions of customers on their wealth journey. The deal will see Ignition's ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
A $3.5 billion industry superannuation fund is the first to implement IRESS' new digital advice solution. The rollout of WA Super's digital advice tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick ...