IWL and Adviser Solutions enter promotional alliance
Financial planning and software provider IWL and compliance and training consultancy Adviser Solutions have entered an alliance to jointly promote their services to clients.
The alliance will provide a vehicle for both companies to “better meet client needs by promoting each other’s services”, according to Adviser Solutions director Marija Sasson.
“IWL’s software solutions will contribute toward our objective of streamlining the processes of client practices, specifically with attention on compliance.”
IWL executive general manager, business partnerships, Tizzy Vigilant said the partnership with Adviser Solutions will “enable us to provide clients with a total solution”.
AUTHOR
Recommended for you
Under new OAIC guidance, financial advisers who opt to use AI to provide advice have an obligation to demonstrate to clients how they reached their decisions and why that option was taken.
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 looks to partner with other industry players.
Head of client partnerships at GBST, Ashley Mahadeea, has left the business after seven years to join My Dealer Services, which helps advisers become self-licensed.
A concerted effort by Generation Life to target financial advisers has paid off as the firm reports “exceptional” inflows for the September quarter.
