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Showing 11 - 20 of 107 results for "Advice platform"

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 ...

Super Fierce goes into liquidation

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
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, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
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 ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... 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 ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... 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 ...

NESS Super partners for financial advice offering

JAMIE WILLIAMSON  |  FRIDAY, 20 DEC 2024
... 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 ...

Ventura names new investment chief

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... advisers. Thunig previously worked as the head of distribution and corporate client relationships at financial advice platform Otivo and also spent 13 years as a business development manager at AMP. Both Stojanovski and Thunig will report to Ventura ...