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Showing 41 - 50 of 89 results for "Advice Technology"

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer group from 2018 to 2020 before moving to Morningstar. She also worked at TAL and Iress earlier in her career. ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bravura Solutions' advice technology division has hired a new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... functionality, compliance technology and ability to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised ...

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... market, evidenced by technology adoption throughout COVID-19, according to Intelliflo. The UK-based financial advice technology provider referred to various reforms in the UK, such as the 2012 Retail Distribution Review and General Data Protection Regulation ...

Ignition Advice enters UK market

ELIZA BAVIN  |  FRIDAY, 26 FEB 2021
... experience in financial services sales, including roles at EValue and FE FundInfo. "Ignition's proven digital advice technology and the strong appetite from UK financial institutions for customer first digital engagement advice solutions make an exciting ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
Centrepoint Alliance has formed an agreement with UK-based financial advice technology provider Intelliflo to distribute the service across the Australian market. The ASX-listed advice group's adviser network will be some of the first in Australia to ...

Ignition Advice expands team

ELIZABETH MCARTHUR  |  FRIDAY, 15 JAN 2021
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 ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... 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," ...

Ignition Advice announces fintech partnership

ANNABELLE DICKSON  |  WEDNESDAY, 9 SEP 2020
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 ...

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... 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 ...