DIGITAL ADVICE
Financial planning
Financial advice practices need to combine both their professional skills and credibility with digital access if they wish to compete with finfluencers for younger client...
Financial planning
With the high cost of advice keeping young Australians locked out of advice, a fintech provider has said digital advice is key for licensees to capture this unadvised dem...
Financial planning
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from ...
Financial planning
AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position”...
Financial planning
Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...
Financial planning
The digital advice platform is officially launching into the financial advice sector, offering up its services to practices as a means of engaging with the next generatio...
Financial planning
Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...
Financial planning
Bravura’s chief executive, Andrew Russell, believes the tech firm is at the “top of the tree” when it comes to digital advice, having already signed a deal with AMP....
Superannuation
AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...
People & Products
Online financial advice platform Otivo has made an internal promotion to chief advice officer to ensure the firm’s advisers are providing suitable and compliant advice....
Financial planning
Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...
Financial planning
Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...
Financial planning
Digital advice platform Otivo chief executive, Paul Feeney, has detailed how its partnership with Colonial First State is expanding the accessibility of advice as it look...
Financial planning
Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per ...
Financial planning
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...