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Showing 51 - 60 of 90 results for "Advice Technology"

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 ...

Allianz Retire+ moves to increase retiree confidence

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
Allianz Retire+ is partnering with a goals-based advice technology outfit to offer advisers more certainty when building retiree portfolios with its Future Safe investment product. Allianz Retire+ has partnered with Investfit to create a portfolio construction ...

Former RBC I&TS lead joins tech firm

JAMIE WILLIAMSON  |  TUESDAY, 14 JAN 2020
... The former managing director of RBC Investor & Treasury Services has been named chief executive of a financial advice technology provider. David Travers has joined Fourth Line, a risk management and compliance regtech solution as its chief executive. ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... FPA members, regulators, compliance experts, lawyers, licensees, content and digital media specialists, and advice technology specialists.

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... he said. Steller's business looks to finance fintechs that are creating robo-advice bots and other AI driven advice technology.

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ...

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 ...