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Showing 31 - 40 of 107 results for "Advice platform"

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
... March, is a next-generation retirement solution delivering a guaranteed income for life. The solution provides full advice platform integration opportunities, can be embedded within superannuation funds and account-based pensions, and enables advisers ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

Super Fierce targets gender wealth gap

JAMIE WILLIAMSON  |  TUESDAY, 8 MAR 2022
The scalable advice platform aimed at addressing the gender wealth gap has officially launched this International Women's Day, with narrowing the superannuation its primary focus. The Super Fierce platform primarily compares superannuation products ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
Fin365 is planning to launch a robo-advice platform, having acquired miPlan as part of its strategy. miPlan is a privately-owned, self-licensed robo-advice platform for individuals, retirees and small businesses. The acquisition aligns with Fin365's ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... are using a financial adviser; another 9% used an adviser in the past, planned to engage one or engaged a robo-advice platform. Among the advised population, those aged 30-39 were the most likely to have increased engagement, either because they needed ...

Ignition Advice enters UK market

ELIZA BAVIN  |  FRIDAY, 26 FEB 2021
... said he is delighted by the move into the UK market. "By bringing advisers and their clients together on the one advice platform, we enable our partners, financial institutions, to truly scale their advice propositions," Donohoe said. "With rapid implementation ...

Ignition Advice chief exits

ELIZA BAVIN  |  WEDNESDAY, 6 JAN 2021
... change. "It has been a tough a rewarding time which has seen our team in Europe expand and mature, our white label advice platform evolve and our list of prospects, partners and investors grow," he said. "After successfully leading Ignition, in partnership ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

Cost savings, RC boost digital advice

JAMIE WILLIAMSON  |  MONDAY, 16 DEC 2019
... SOAs were issued to women than to men in the 12 months to June 2019. "It is striking that Decimal's digital advice platform is used by all segments of the Australian population," Sargon chief executive Phillip Kingston said. "Tired stereotypes do ...

Sargon opens door to trustee tech

ELIZA BAVIN  |  TUESDAY, 3 DEC 2019
... Trustee Cloud software has previously only been available to funds which Sargon is itself the trustee and digital advice platform Decimal. "While Sargon is currently trustee of 16% (22 of the 136) of the public offer superannuation funds in Australia ...