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Showing 51 - 60 of 84 results for "Advice Technology"

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... 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 ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
... for the OneVue business." The trustee services business adds to Sargon's acquisition spree of financial advice technology provider Decimal, IOOF's corporate trust business Australian Executor Trustees, and Madison Financial Group in April. Chief ...

Digital advice engagement spikes for super members

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
More superannuation members are using online advice technology to engage with their fund, the latest report from Decimal shows. Decimal's annual digital insights study found in the year to June 2018, the number of requests from superannuation fund members ...

Sargon Capital acquires Decimal

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
In its second major acquisition this month, Sargon Capital will acquire 100% of financial advice technology provider Decimal. Under a court-approved scheme of arrangement, Sargon will purchase 100% of Decimal's issued shares for 1.41 cents per share ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
... Helen represents this perfectly. She is an absolute leader in her field of expertise having lived through the advice technology revolution. She has an incredibly determined work ethic and she's a lot of fun. We are delighted that Helen is joining the ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... service to clients: Collins House Online Investment Services (CHOIS). CHOIS will use Clover's proprietary digital advice technology and portfolio management capabilities via the robo-adviser's managed discretionary account (MDA) service. Clover chief ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... said it was important for Netwealth that Pathway was sold to an organisation focused on and aligned to the core advice technology services Pathway provides. "We strongly believe that IRESS has the resources and capability and commitment to build upon ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... engaged Decimal in 2013 to deliver phone advice, and earlier this year announced the roll out of Decimal's digital advice technology Eqilize to more than two million clients. Mercer chief customer officer Cambell Holt said digital advice not only means ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... the business outside in - it has its own digital advice team who are tasked to test and research all types of advice technology before rolling them out to the rest of the business. This includes technology around online meetings, digital signatures ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit of their clients rather than as an alternative to traditional advice models. Noall & Co. recently sat down ...