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Showing 61 - 70 of 73 results for "Advice Technology"

CBA makes senior advice appointment from AMP

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... management advice Marianne Perkovic. "Hugh has demonstrated great success developing market-leading digital advice technology and we look forward to having an innovative and people-minded leader join the team," she added. The bank has also appointed ...

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
... half-year result reflects continued demand in the wealth management segment with IRESS appointed as the financial advice technology partner for Commonwealth Bank during the period. IRESS also acquired digital advice platform Innergi. In its announcement ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
... separated into distinct categories (such as investment advice, for example). "GURU draws on the best of robo-advice technology and uses tens of thousands of calculations to let you see your future, as it stands today. Then it puts the control in your ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... application, followed by XPLAN Engage and Decimal. "Provisio has been part of the development of superannuation advice technology for many years and has been joined by several other applications offering different approaches to scaled superannuation ...

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation funds, but the company has now packaged the software into an ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen its position in the scaled wealth advice technology market and says components of its COIN software platform will enhance the solutions already provided to Provisio's customers. ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
Advisors need to shed the perception of advice technology as a "back office" tool if they are to engage investors with their retirement income, according to a scaled advice software provider. J.P. Morgan's Donn Hess, speaking at a recent ASFA conference ...

Wilson heads-up COIN

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... joining the company at this new stage in its development," Wilson said. "My experience in the wealth management, advice technology and platform space is a good complement to Rubik's core banking technology expertise in the financial sector. "We are committed ...

Advisers should focus on cost of advice

BEN COLLINS  |  THURSDAY, 26 APR 2012
... clients with their higher balance clients, according to Cameron O'Sullivan, a financial adviser and director of advice technology firm Provisio Technologies. O'Sullivan said that while low end clients might only represent 20% of profits, that 20% might ...

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
... funds providing simple advice at a lower cost for clients is leaving advisers playing catch-up, according to an advice technology expert. FOFA will leave advisers needing to profitably service C&D clients in a fee-for-service environment if they are ...