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Showing 1 - 10 of 13 results for "Otivo"

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

Otivo has launched a mobile app for 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 ...

CFS cuts ties with Otivo, launches own super advice

KARREN VERGARA | WEDNESDAY, 25 FEB 2026

Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA | FRIDAY, 26 SEP 2025

... people not quite understanding exactly what it is. "I see a very, very confused market when 'digital' comes up," says Otivo chair Ian Knox. "Digital could mean a calculator and people think that's digital advice. The reality is the calculators ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN | WEDNESDAY, 21 MAY 2025

Entireti and licensed digital advice platform Otivo have partnered up to build a scalable, low-cost solution to "meet the needs of consumers across the advice continuum." The partnership will see Entireti and Otivo combine their IP and resources to ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON | TUESDAY, 20 MAY 2025

Appearing at the Stockbrokers and Investment Advisers Association's (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it ...

Otivo launches AI-powered advice tool

ELIZA BAVIN | TUESDAY, 1 APR 2025

Otivo has launched a new AI-powered advice tool that will give Australians "licensed financial advice" named Ask Otivo. The digital advice platform said the two-way, real-time advice tool is Australia's first AI-powered platform that will provide personalised ...

NESS Super partners for financial advice offering

JAMIE WILLIAMSON | FRIDAY, 20 DEC 2024

NESS Super will start delivering fully personalised digital financial advice via a partnership with Otivo. NESS Super, whose members are predominantly employed in the electro-technology sectors, has partnered with digital advice platform Otivo to introduce ...

Ventura names new investment chief

ELIZABETH FRY | THURSDAY, 19 DEC 2024

... advisers. Thunig previously worked as the head of distribution and corporate client relationships at financial advice platform Otivo and also spent 13 years as a business development manager at AMP. Both Stojanovski and Thunig will report to Ventura ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA | MONDAY, 4 NOV 2024

... consider expanding the arrangement with other licensees as demand for advice continues to grow among its members. CFS and Otivo recently launched an offering that charges $88 per year to access guided digital advice on investments, contributions, and ...

Early contributions boost retirement balances

ANDREW MCKEAN | FRIDAY, 21 JUN 2024

... earlier, compared to those who take the default contribution option has been confirmed by modelling from advice tech platform Otivo. Otivo's modelling reported that if younger Australians (20 years old) start additional contributions to their superannuation ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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