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Showing 11 - 20 of 113 results for "Advice platform"

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... personal advice and enhance client engagement. Entireti group chief executive Neil Younger said plans to deliver an advice platform for the intelligence era formed part of the group's broader 'Road to 200 strategy' to help practices scale up and boost ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... Wall told his LinkedIn network. In the role, Wall said he would focus on strengthening Iress's flagship Xplan advice platform through a modernisation program, with particular emphasis on improving user experience while preserving the depth and flexibility ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... Cullen said the result reflects the continued maturation of its transformation to a business-to-business (B2B) advice platform, positioning the group to deliver sustainable organic growth. Cullen also highlighted that the Investco and Hubco strategy ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... a positive relationship with Otivo, with many of our super fund members benefiting from their licensed digital advice platform," a CFS spokesperson said. "Following this strategic shift, CFS and Otivo have agreed that Otivo's digital advice service ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
... half results, Challenger announced a partnership with OPEX to scale the Informed Financial Future (iff) financial advice platform. The platform is designed to help advisers generate comprehensive advice strategies faster and scale advice delivery more ...

Debby Blakey steps down as HESTA chief

ELIZA BAVIN  |  MONDAY, 9 FEB 2026
... had been broad-ranging, improving member engagement with the advancement of HESTA's Future Planner digital advice platform, being a leading investor voice on the climate transition, improving the way companies partner with First Nations people, and ...

AZ NGA names chief operating officer

ANGELIQUE MINAS  |  WEDNESDAY, 4 FEB 2026
... mergers and acquisitions, AZ NGA said. Barrett described Jacobsen as the ideal candidate at a critical stage in the advice platform's journey. "Nathan is a highly respected, proven leader and I'm excited to have him on board to help execute our vision ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

DC funds "leaving member money on the table": Report

ANGELIQUE MINAS  |  WEDNESDAY, 26 NOV 2025
In a recent global peer study conducted by the Thinking Ahead Institute (TAI), defined contribution (DC) pension funds said they are concerned some members are not saving enough for retirement. The study found 60% of respondents are concerned their ...

AZ NGA acquires majority stake in Geographe Financial Group

ANGELIQUE MINAS  |  TUESDAY, 14 OCT 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has increased its stake in financial advice firm Geographe Financial Group (Geographe). Geographe has provided advice on superannuation, investments and insurance since 1976 for clients in Western ...