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Showing 1 - 10 of 113 results for "Advice platform"

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... their clients using AI and other digital means, but to do that, you firstly need scale," he says. "You need a big advice platform so you can get true operating leverage." He asserts that to truly scale the digital offering, practices will need to spend ...

AustralianSuper enters advice space

ELIZA BAVIN  |  TUESDAY, 11 AUG 2026
... meet a member's needs, they can receive personalised recommendations and take steps to action these via the advice platform. The super fund said those who choose to speak with an adviser can do so by phone or video call. Complex cases can be referred ...

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
AZ NGA group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so. Speaking at the Financial Services ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
... [increased clients per adviser to] 155 that can generate between $22 million and $45 million of margin for our advice platform," Barrett said. "... if you can make these, what looks like marginal improvements, on things like clients per adviser, you ...

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... will also play a key role working alongside Bell to identify strategic opportunities and evolving the firm's advice platform to meet changing client needs. "I'm excited to be joining Focus Partners Australia at such a pivotal time for the industry," ...

AZ NGA appoints chief people and tech officers

RIDDHIMA TALWANI  |  WEDNESDAY, 10 JUN 2026
... appointments with the aim of building an integrated firm, supported by centralised services and operations. The advice platform has appointed Tanya Dawson as its chief people officer and Shaun Nesbitt as the chief technology officer. Dawson joined AZ ...

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
... Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence (AFSL). It draws on the seven advice ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul Barrett said. Speaking with Financial Standard ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... revenues and supports our ambition to scale our employed adviser network and build a truly differentiated national advice platform." Meanwhile, Oracle founder and managing director Peter Durbin said: "We are excited about this transaction and the opportunity ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... until mid-2018 before moving to MLC. He currently chairs the direct-to-consumer investment platform Stake, the advice platform DASH Technology Group, and iExtend. Lloyd has also been involved in non-profit work, serving as chair of the University of ...
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