Search Results | Showing 11 - 20 of 108 results for "Advice platform" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | Super Fierce, the digital advice platform that compares superannuation products, is now in liquidation three years after it launched. Trenna Probert and Craig Swanger, co-founders of Super Fierce, officially launched it on International Women's ... |
| | | | Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." The partnership will see Entireti and Otivo combine their IP and resources to ... |
| | | | ... Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership, AIOFP members will be able ... |
| | | | ... new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised, regulated ... |
| | | | ... Super, whose members are predominantly employed in the electro-technology sectors, has partnered with digital advice platform Otivo to introduce a low-cost personal financial advice offering for its members. Members will receive advice designed to improve ... |
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