Search Results | Showing 31 - 40 of 109 results for "Advice platform" |
| | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
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