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Showing 51 - 60 of 185 results for "Digital advice"

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice. In the terms of reference for the Quality of Advice Review, Treasury said it will "consider how the regulatory framework could ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... wealth management solution to affluent investors," UBS group chief executive Ralph Hamers said. In addition to digital advice, Wealthfront users will also have access to face-to-face advice. "Partnering with UBS will allow Wealthfront to offer our clients ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...

Digital advice firm hires for institutional strategy

ANNABELLE DICKSON  |  WEDNESDAY, 13 OCT 2021
Ignition Advice has appointed a senior adviser to provide its senior management with guidance in executing not only its business strategy in Asia Pacific but also its global pension fund strategy. Andrew Baker is currently a director of global advisory ...

CFS unveils new leadership team

KARREN VERGARA  |  MONDAY, 5 JUL 2021
... and retention, and assume responsibility for marketing and corporate affairs. He will also lead CFS's work on digital advice. Meanwhile, Bryce Quirk has been appointed as chief distribution officer to help the firm focus responding to the evolving ...

Ignition Advice adds to board

KARREN VERGARA  |  FRIDAY, 4 JUN 2021
... assurance and customer convenience," he said. UK wealth manager M&G Wealth appointed the fintech to provide its digital advice offering for its advisers and customers in May. M&G Wealth is part of M&G plc which is a global investment group headquartered ...

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
A Sydney digital advice business has won a UK wealth management firm with $51 billion in assets as a client. Ignition Advice will provide digital advice to M&G Wealth. M&G Wealth has £28 billion in assets under management and is part of London Stock ...

Super fund ventures into robo-advice

KARREN VERGARA  |  WEDNESDAY, 19 MAY 2021
... and contributions. Legalsuper chief executive Andrew Proebstl said extending the partnership with Link Group into digital advice is an exciting step for the fund. "Through the use of APIs from Link Group's market leading technology, we believe Super ...

Former AMP Capital managing director joins Ignition

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
... for Asia Pacific who left the firm late last year has joined Ignition Advice as its chief executive for Asia. The digital advice firm has tasked Craig Keary with growth in Asia, including China, Japan, Singapore and South Korea. In the new role, Keary ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's ...