Search Results | Showing 1 - 10 of 107 results for "Advice platform" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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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