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DIGITAL ADVICE
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....
Financial planning
Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....
Financial planning
The Financial Services Council has launched the Digital Advice Expert Group to support policy development around digital advice adoption and ensure greater accessibility ...
People & Products
Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy....
Financial planning
The Rask Group, in partnership with InvestSMART’s new investment platform, has announced three ETF strategies, aimed at empowering financial advisers to create and manage...
Financial planning
InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform....
Financial planning
Bravura is seeking to be a market leader in digital advice as it focuses on rebuilding the business after a period of turbulence with chief executive Andrew Russell admit...
People & Products
Jason Nyilas, who has more than 35 years of experience across financial services, has been appointed executive adviser at both moneyGPS and HeirWealth....
Features
A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solutio...
Financial planning
Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....