Search Result: financial advice online

Oct
05

AstuteWheel shines again in 2021 Netwealth AdviceTech Report

Leading goals-based financial advice and client engagement software platform, AstuteWheel shines again in the 2021 Netwealth AdviceTech Report.

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Sep
14

Financial services industry invited to join the 2021 Household Capital Three Pillars Forum

The 2021 Household Capital Three Pillars Forum will be hosted by Ali Moore and broadcast on September 16 from 9.30am to 1.30pm.

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Jun
11

Financial advice industry poised for ‘significant digital transformation’

Ignition Advice and Altus Consulting have joined forces to produce a white paper, “Reimagining financial advice” aimed at the financial advice industry.

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May
24

‘She’s on the Money’: Victoria Devine partners with Six Park to launch new online investing platform

This week, Zella Wealth director Victoria Devine will launch the She’s on the Money online investment platform, powered by Six Park.

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May
17

Digital advice key to super fund future

Superannuation funds that fail to engage their members through digital advice could find their products are no longer competitive as rivals increasingly build a more holistic suite of services.

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Feb
02

Credit Intelligence to bring AI-based financial management and buy now, pay later to SMEs

Credit Intelligence and YOZO will work with UTS to revolutionise the financial management industry for SMEs and introduce responsible BNPL services.

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Oct
21

COVID-19 is the final nail in the coffin for traditional thinking around advice, according to new white paper

A new white paper commissioned by Six Park reveals that COVID-19 has increased the pressing need for affordable and accessible financial advice in Australia

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Sep
22

Nucleus Wealth and Arrow Financial Advice join forces to offer Robo white label advice

Nucleus Wealth and Arrow Financial Advice announce a partnership whereby Arrow will use Nucleus Wealth’s white label digital advice platform.

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