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Showing 21 - 30 of 107 results for "Advice platform"

JANA snags Ignition Advice executive

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... technology officer, has taken on the role. Mahoney led Ignition Advice's development of a low-code digital advice platform for global clients. He brings over 30 years of digital financial services experience having worked in senior capacities at ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... The fee covers 12 months' access to Otivo's digital advice, with the option to renew. "Our easy-to-use advice platform can now guide CFS members in choosing the right investments, maximising contributions including lump sum payments and salary ...

Hostplus launches digital advice platform

ANDREW MCKEAN  |  MONDAY, 9 SEP 2024
Hostplus has launched a digital tool that delivers personalised financial education and advice to its members, called SuperSmart. The $115 billion industry fund, which has nearly two million members, partnered with large licensee Industry Fund Services ...

Allianz Retire+ launches retirement solution for super funds

ANDREW MCKEAN  |  WEDNESDAY, 4 OCT 2023
Allianz Retire+ has unveiled its Group Retirement Solutions capability, enabling superannuation funds to scale and deliver tailored retirement income solutions. The retirement solutions provider said its new capability addresses guaranteed income innovations ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks and eliminate manual data re-entry. iFactFind ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... core part of the advice technology company's strategy. "Ignition's unique and purpose built, omni-channel digital advice platform has been engineered for financial services institutions, delivering transformational efficiencies and scalability to our ...

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... report to Ignition Group chief executive Terry Donohoe. In the newly created role, Mahoney will lead the Ignition Advice platform and product division. His mandate is to cater to the evolving requirements of institutional clients and to fortify Ignition's ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Advice platform appoints new chief executive

ANDREW MCKEAN  |  FRIDAY, 17 MAR 2023
An advice and wealth management platform has made a leadership change, with the chief executive stepping down and a successor appointed. Practifi named Adrian Johnstone as its new chief executive to drive business growth. Johnstone succeeds co-founder ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ...