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Showing 1 - 10 of 107 results for "Advice platform"

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 ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... personal advice and enhance client engagement. Entireti group chief executive Neil Younger said plans to deliver an advice platform for the intelligence era formed part of the group's broader 'Road to 200 strategy' to help practices scale up and boost ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... Wall told his LinkedIn network. In the role, Wall said he would focus on strengthening Iress's flagship Xplan advice platform through a modernisation program, with particular emphasis on improving user experience while preserving the depth and flexibility ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... Cullen said the result reflects the continued maturation of its transformation to a business-to-business (B2B) advice platform, positioning the group to deliver sustainable organic growth. Cullen also highlighted that the Investco and Hubco strategy ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA  |  WEDNESDAY, 25 FEB 2026
... a positive relationship with Otivo, with many of our super fund members benefiting from their licensed digital advice platform," a CFS spokesperson said. "Following this strategic shift, CFS and Otivo have agreed that Otivo's digital advice service ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
... half results, Challenger announced a partnership with OPEX to scale the Informed Financial Future (iff) financial advice platform. The platform is designed to help advisers generate comprehensive advice strategies faster and scale advice delivery more ...

Debby Blakey steps down as HESTA chief

ELIZA BAVIN  |  MONDAY, 9 FEB 2026
... had been broad-ranging, improving member engagement with the advancement of HESTA's Future Planner digital advice platform, being a leading investor voice on the climate transition, improving the way companies partner with First Nations people, and ...
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