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Showing 1 - 10 of 10 results for "Innergi"

IRESS sees profit in wealth management

DARREN SNYDER  |  THURSDAY, 20 AUG 2015
... 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 million ...

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
... financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation funds to provide their clients ...

Client education initiative joins AdviceInnovation

LAURA MILLAN  |  TUESDAY, 16 SEP 2014
... 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 financial advisers to offer their clients access ...

Behavioural finance pop quiz helps advisers communicate

ALISON BEVEGE  |  MONDAY, 22 AUG 2011
... tool can give financial advisers an insight into their client's investment proclivities, according to resource provider innergi. Money Personality is a questionnaire that takes up to 5 minutes to complete. A report is then emailed to both client and ...

AUSCOAL and Maritime drop merger talks

MICHELLE BALTAZAR  |  MONDAY, 28 FEB 2011
... Global Aircraft Fund and Wilshire Private Markets Asia No. 2. Both also use financial education and engagement provider Innergi for their member education programs. An AUSCOAL spokesperson said that Maritime and AUSCOAL might also look into sharing the ...

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
... their own DIY financial planning books and the growing number of super funds contracting IT groups such as provisio and innergi to custom-design intra-fund advice, among other things. Andrea Slattery, chief executive of the Self-Managed Super Funds Professionals' ...

Maritime gives members a work out

ELISE BURGESS  |  WEDNESDAY, 2 FEB 2011
... tools to assess their financial future, with personalised options to suit the members' needs. The program was developed by innergi, which has also produced an online education program for AUSCOAL Super. "Education has not been easy to promote to members ...

AUSCOAL signs up to innergi

ELISE BURGESS  |  TUESDAY, 2 NOV 2010
... ramp up its member education and advice programs through a new partnership with independent financial education company innergi. In an effort to engage their members and broaden membership education, AUSCOAL completed a series of member and market research ...

AMP launches planning course

ELISE BURGESS  |  WEDNESDAY, 20 OCT 2010
... months. In August, a former Securitor financial planner started an online financial planning educational website service, innergi, catching the interest of various dealer groups and super funds.

Former planner taps need for online education

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
... finances in an easy-to-understand format. This has prompted a former financial planner to start a new business called 'innergi', a website format service that provides user-friendly financial assistance that can be customised and white-labelled to a ...
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