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Showing 21 - 30 of 180 results for "Digital Advice"

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 ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... their customers. This will improve the quality of the advice they give," she said. She further highlighted that digital advice should be encouraged and advisers should ultimately be helped to use their professional skills to provide advice to their clients ...

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
... financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including demographics and preferences. Iress said it is ideal for ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... digital capabilities of the firm, a big user of video SoAs. Meanwhile, Viridian's investment in cybersecurity and digital advice technology will benefit existing EFS clients, it said. "EFS is thrilled to be joining the Viridian Financial Group Family," ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
A new industry association founded by four digital advice providers has been initiated to support the Quality of Advice Review (QAR) proposed reforms and serve as a united voice before government. The founding members and representatives of the body ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... their own; both indexed strategies and actively managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... and worked at Commonwealth Bank and HSBC. Keary said during his time as chief executive he "helped build a strong digital advice brand and prospect pipeline in Australia and securing a strategic investor. With this role helping bridge the advice gap ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement of Advice (SoA) to their specifications in less time and at lower ...

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 ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... blurring of the lines between investment platforms and advice technology software. The report also mentions that digital advice providers are focused on pitching to corporate customers like larger licensees and superannuation funds. The report notes ...