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Showing 21 - 30 of 74 results for "Advice Technology"

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... licensee support firm that has more than 70 AFS Licensees nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house, next day comprehensive and personalised ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... Gower said. "In discussions with the team at Morningstar it was clear to me that they are investing heavily into advice technology at a time when the industry is shifting. I'm looking forward to getting on with the job of delivering new and innovative ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... partnerships at Count Financial, who is currently starring in a reality television series, has joined a financial advice technology provider. Joey McCann has joined PADUA Financial Group as head of advice sales. Previously he served in senior management ...

Padua appoints chair

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
Financial advice technology provider Padua has appointed a chair from the telecommunications industry. Amaysim founder and former chief executive Peter O'Connell will chair the board at Padua. His Amaysim business sold to Optus this year. O'Connell ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer group from 2018 to 2020 before moving to Morningstar. She also worked at TAL and Iress earlier in her career. ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bravura Solutions' advice technology division has hired a new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... functionality, compliance technology and ability to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... market, evidenced by technology adoption throughout COVID-19, according to Intelliflo. The UK-based financial advice technology provider referred to various reforms in the UK, such as the 2012 Retail Distribution Review and General Data Protection Regulation ...

Ignition Advice enters UK market

ELIZA BAVIN  |  FRIDAY, 26 FEB 2021
... experience in financial services sales, including roles at EValue and FE FundInfo. "Ignition's proven digital advice technology and the strong appetite from UK financial institutions for customer first digital engagement advice solutions make an exciting ...