OTIVO
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
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions. ...
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
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
Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice....
People & Products
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....
Financial planning
The digital financial advice platform has reported strong growth over the past six months, driven by a surge in customers and the growing demand for advice. ...
People & Products
The digital advice service has appointed Ian Knox as chairperson, replacing former MP and FOFA chair, Bernie Ripoll....
People & Products
Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients....
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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...