Search Results | Showing 31 - 40 of 73 results for "Advice Technology" |
| | | Digital advice technology provider Ignition Advice has appointed a business development director for APAC, as it grows its global team. Rob Coulter will step into the role, joining from the Association of Financial Advisers where he was general manager ... |
| | | | ... get for their money and are looking to align with a provider that has both financial strength and longevity. Advice technology, approved product lists, business support and access to the right training opportunities are also critical areas of focus," ... |
| | | | Robo-advice technology provider Ignition Advice has launched a global partnership with Avaloq to broaden its distribution and bring scale to its client base Through the partnership Ignition's digital advice solutions will be offered to 150 financial ... |
| | | | ... complementary services will give the Enzumo business increased talent and scale to compete in the financial advice technology market." There will be no immediate change to either business model, with both businesses currently operating with subscription-based ... |
| | | | Allianz Retire+ is partnering with a goals-based advice technology outfit to offer advisers more certainty when building retiree portfolios with its Future Safe investment product. Allianz Retire+ has partnered with Investfit to create a portfolio construction ... |
| | | | ... The former managing director of RBC Investor & Treasury Services has been named chief executive of a financial advice technology provider. David Travers has joined Fourth Line, a risk management and compliance regtech solution as its chief executive. ... |
| | | | ... FPA members, regulators, compliance experts, lawyers, licensees, content and digital media specialists, and advice technology specialists. |
| | | | ... he said. Steller's business looks to finance fintechs that are creating robo-advice bots and other AI driven advice technology. |
| | | | Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ... |
| | | | ... the wealth industry with Midwinter, recognising its position as one of the Australia's largest providers of advice technology, a position he intends on strengthening. "With the government's lens focusing on the increasing obligations of financial services ... |
|
