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Showing 41 - 50 of 113 results for "Advice platform"

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 ...

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
A provider of automated investment solutions is opening an Australian office to meet the growing demand for digital financial advice. With a newly established office in Sydney, Quantifeed will leverage local software engineering talent to grow its offering. ...

Ignition lifts off in Ireland

HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
... assist the bank's millions of customers on their wealth journey. The deal will see Ignition's digital advice platform support the bank's customers with financial wellness and saving, as well as more traditional wealth functions such as investment ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. It enabled seamless integration with PractiFI's advice-specific CRM, preventing duplicate data entries ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head. In a deal finalised this morning, SuperEd merged with Retirement Essentials. SuperEd ...