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Showing 61 - 70 of 233 results for "Digital advice"

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
... would have no impact, 6% said it was a negative, and 14% weren't sure. On the topic of promoting the use of digital advice solutions, 40% said it was a positive, 17% felt it was a negative, 15% opted for no impact, and 28% weren't sure. Guiamatsia ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... $28 million funding boost from a global fund manager that will see it expand its capabilities in the precarious digital advice landscape. Mirae Asset Global Investments announced its "major strategic investment" in Stockspot but did not disclose its ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... region - a core part of the advice technology company's strategy. "Ignition's unique and purpose built, omni-channel digital advice platform has been engineered for financial services institutions, delivering transformational efficiencies and scalability ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... for advice, the changes the business is making will provide capacity to focus on existing opportunities in the digital advice space, as well as exploring new opportunities such as using AI to make interactions more scalable, affordable and readily accessible. ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... supportive culture." "This acquisition provides GBST with an opportunity to progress and expand the growth of its digital advice solutions and I am certain we will achieve great things together." Meanwhile, GBST chair Beau Dixon commented: "The acquisition ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... data analytics, reporting, but also in cybersecurity. "These are all areas mentioned to a much greater degree than digital advice is," she said. A recent UK study found that investors think ChatGPT will provide accurate financial advice, flagging they ...

Iress expands superannuation leadership

CHLOE WALKER  |  MONDAY, 10 JUL 2023
... the group's focus on financial advice, trading and market data, and superannuation. Since, Iress rolled out a new digital advice tool, securing initial agreements with Hostplus and Industry Fund Services. Iress currently has mandates with Commonwealth ...

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Some people remain on the ground to support these functions. However, abrdn's Australian staff will now report to Ian ...

Ignition Advice appoints chief platform, technology officer

ANDREW MCKEAN  |  THURSDAY, 6 JUL 2023
... Australia globally, as well as the cutting-edge engineering, continues to lead the way in the provision of hybrid digital advice."

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Fletcher added: "We look forward to working with the abrdn team to facilitate a seamless transition for all investors." ...