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Showing 131 - 140 of 230 results for "digital advice"

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 ...

Digital advice engagement spikes for super members

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
... logging in to the system multiple times to create, review or update a plan for their super. "Funds that have led in digital advice can demonstrate clear growth in engagement - their members are more informed, empowered and, most importantly, they can ...

Sargon Capital acquires Decimal

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... certainty of value to Decimal shareholders. "In Sargon, Decimal has a partner that shares our vision for the future of digital advice products and is prepared to work closely with the Decimal team, within an evolving regulatory framework, to realise ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... time. Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. It enabled seamless integration with PractiFI's advice-specific CRM, preventing duplicate data entries ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head. In a deal finalised this morning, SuperEd merged with Retirement Essentials. SuperEd ...

Super enters new digital advice realm

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
Superannuation fund administration giant Link Group is upgrading all its existing clients to a new digital advice product. Link Group is launching Super Blueprint 3.0, providing superannuation fund members with tailored digital advice in relation to ...