Ignition Wealth launches low cost high compliance SMSF appropriateness tool
CEO Mark Fordree today announced the launch of the Ignition Wealth SMSF Appropriateness tool, a software technology solution automating the administration of the SMSF appropriateness process. “This is a client-centric solution that ensures that investors considering establishing an SMSF are engaged, educated and empowered. It offers a low-cost easy to use solution.”. Mark Fordree, CEO, Ignition Wealth. Ignition Wealth sets the benchmark in Australia as a business to business digital financial advice solutions provider. This technology solution has been designed to allow advisers, accountants and financial enterprises to reduce the time and cost of the SMSF Appropriateness process. “Our clients are seeking smart technology solutions to drive […]
Ignition Wealth survey offers advisers chance to win sold out Adele tickets
Ignition Wealth Head of Sales and Marketing, Richard Liverpool initiated a series of Ignition Wealth Surveys in 2016, seeking to delve deeper into the financial technology needs of Australian financial professionals. “We were delighted by the quality of the data we were able to collect through the first survey we conducted in 2016. This second survey focusses particularly on the detail of day to day operations in a financial planning practice. The more we know about the challenges our customers face, the better equipped we are to solve them.”. Richard Liverpool, Head of Sales and Marketing, Ignition Wealth. The second survey in the series is currently underway and offers […]
Ignition Wealth announces goals-based investing
Ignition Wealth CEO Mark Fordree today announced a groundbreaking development as Ignition Wealth becomes the first Australian ‘robo-adviser’ to offer goals-based investing. Ignition Wealth has appointed SiResearch to provide adaptive asset allocation built around goals which have a specific objective and timeframe. Traditional risk assessment has focussed on the investor’s long-term goals, often focussing simply on retirement. The goals-based model acknowledges that investors’ goals may fall into several buckets including short term, medium term and legacy. “In reality an investor’s attitude to risk is influenced by what their goal is and the date by when they want to achieve it. The SiResearch goals-based investment model adds a specific objective […]
Ignition Wealth announces new XPLAN consultancy division assisting advisers to prepare for robo-scale
Ignition Wealth CEO Mark Fordree today announced a new division of Ignition Wealth which will offer full XPLAN support and consulting to help advisers get the most out their XPLAN solutions and prepare to add ‘robo’ services to their businesses. Ignition Wealth will deepen its existing digital advice integration with XPLAN, creating a seamless pathway between automating ‘robo-advice’ and full service advice. “XPLAN is the leading financial planning solution in the market and we are delighted to now offer our clients a range of XPLAN services to help them better leverage technology in their businesses. We believe the true scale of digital advice is best delivered by integrating […]
Scott Morrison backs robo-advisers to cheap superannuation advice to retirees
Treasurer Scott Morrison has endorsed “robo-advisers” offering cheap automated superannuation advice as the next step in Australia’s financial industry, and urged consumers to overcome their privacy fears about business and governments sharing personal data. As the Turnbull government continues to battle controversy over Centrelink’s “robo-debt” letters, Mr Morrison has been spruiking to his international counterparts the commercial and economic opportunities of automated services and sharing consumers’ data. “One of the prime examples is robo-advice, which has the potential to offer financial advice to a wider cross‑section of the community,” Mr Morrison told at a G20 conference in Germany. “In Australia, businesses are beginning to integrate robo-advice into the retirement savings […]
Ignition Wealth Survey gathers data on financial professionals true fintech needs
Ignition Wealth Head of Sales and Marketing, Richard Liverpool has initiated a series of Ignition Wealth Surveys, seeking to delve deeper into the financial technology needs of Australian financial professionals. “The key to our successful business development is understanding exactly why our B2B customers are passionate about digital financial advice, the benefits for them and the benefits for their clients.”. Richard Liverpool, Head of Sales and Marketing, Ignition Wealth. Ignition Wealth has partnered with Bali’s newest luxury resort, the Movenpick Resort and Spa Jimbaran. Completing the survey gives participants the opportunity to win a four night stay in a luxurious Movenpick Resort and Spa Jimbaran Junior Suite, daily breakfast, […]
Leading Australian Legal FinTech expert Claire Wivell Plater joins Ignition Wealth Advisory Board
Ignition Wealth CEO Mark Fordree has announced the appointment of Claire Wivell Plater to the Ignition Wealth Advisory Board. “Claire Wivell Plater is a leading Australian expert on compliance and regulatory issues and concerns. Claire’s knowledge, insight and innovative approach will assist Ignition Wealth as we ongoingly develop our digital advice solution. We believe working with industry leaders like Claire will allow us to maintain our position offering a best in class product.”. Mark Fordree, CEO, Ignition Wealth. Claire is a long standing member of the Business Advisory Committee to ASIC’s Licensing Division, and a member of the Federal Treasurer’s FinTech Advisory Group. She is an active supporter […]
Barry Lambert backs robo-adviser Ignition Wealth
Financial planning pioneer and Australia’s 167th richest person Barry Lambert has taken another leap into the future, pairing his chairmanship of cloud-based self-managed super administrator Class with a $1 million stake in digitally led adviser Ignition Wealth. Class, which Lambert has chaired for eight years, on Tuesday announced a 71 per cent rise in net profit for the year ended June 30 to $5.83 million. Its Class Super product now administers more than 19 per cent of Australia’s 576,000 self-managed super funds. Ignition Wealth, launched in 2008 as a pure robo-adviser called Advice Connect, is also gaining traction since in February 2015 becoming the first digitally led adviser to be […]
