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Showing 1 - 3 of 3 results for "AdviceInnovation"

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... slow to react to the changing environment, with some starting to "defect" and to small independent providers, AdviceInnovation members said. "People are beginning to defect. A couple years ago there wasn't anywhere else they could go to, but now there ...

Client education initiative joins AdviceInnovation

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
A client education and communication solution has joined the AdviceInnovation hub, an online initiative that aims to provide solutions for financial advice businesses. The Innergi business has developed an online Financial Knowledge Centre which allows ...

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... united to create an online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media and PressDev. "There are a lot ...
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