OTIVO

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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Interesting. Would be good to know the details of the StrategyOne deal....

3 days 11 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 9 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 12 hours ago