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Showing 81 - 90 of 107 results for "Advice platform"

Midwinter gives Dover discount digital advice

STAFF WRITER  |  THURSDAY, 24 SEP 2015
Midwinter has partnered with Dover Financial Advisers to offer competitive pricing for AdviceOS, its digital advice platform. As reported in Financial Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to ...

NAB launches robo-advice platform

ALEX BURKE  |  THURSDAY, 10 SEP 2015
NAB has unveiled its new digital advice service for internet banking customers. NAB Prosper will initially be made available to 40,000 NAB internet banking users, who will be surveyed about their financial status and goals. Based on that information ...

OneVue close to turning profit

MARK SMITH  |  TUESDAY, 25 AUG 2015
... transitioning in FY2016 and additional scale benefits should be realised from the launch of the platform services advice platform on September 28 this year. "The growth in fund services revenue demonstrates the company's growing strength in servicing ...

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
... as the financial advice technology partner for Commonwealth Bank during the period. IRESS also acquired digital advice platform Innergi. In its announcement to the Australian Securities Exchange (ASX), IRESS posted a group net profit after tax of $28.5 ...

Spring FG to launch digital advice platform

STAFF WRITER  |  FRIDAY, 26 JUN 2015
Spring FG will launch a digital advice platform that will allow users to manage their bank accounts, investments and superannuation assets in one place. Spring247 will be available in July and has been developed by fintech specialist My Prosperity. ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
Yellow Brick Road is launching GURU, a robo-advice platform that generates a holistic financial "roadmap." GURU is the first step in YBR's new low-cost advice model, and it can factor in savings, investments, liabilities, insurance and financial goals ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
Newer styles of products aimed at self-directed investors (SDI) may account for a small share of the retail investment market but they represent a much larger share of market growth. These product styles include managed accounts and their separately ...

Henderson acquires IOOF's Perennial

LAURA MILLAN  |  TUESDAY, 2 JUN 2015
Henderson Group has acquired fund manager Perennial Fixed interest Partners and Perennial Growth from IOOF and has increased its stake in a third investment firm. UK-based Henderson has bought all the shares of Perennial Fixed interest Partners and ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... will take approximately two years to complete and will bring all wealth management advice licensees onto the same advice platform. "While full service advisory will remain an important part of the landscape, many end clients are seeking specific advice ...