Ignition Wealth announces Dublin move

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Ignition Wealth CEO Mark Fordree has announced two significant appointments, with a view to opening Ignition Wealth Ireland. Irish fintech expert Peter Oakes has joined the Ignition Wealth executive team as a member of the Advisory Board. Peter Oakes is renowned in the Irish financial services industry for his astute knowledge and innovative attitude. As […]

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Ignition Wealth launches low cost high compliance SMSF appropriateness tool

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CEO Mark Fordree yesterday 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.”, says Mark Fordree, CEO, […]

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Information security in the advice industry – busting the many myths

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Firewall? What firewall? Busting the myths of information security in the advice industry Don’t make the mistake of thinking that the security of your data and tech is a matter for the tech heads. Because it’s not. True information security can only be achieved if everyone in your organisation is involved. Here are some tips […]

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Rediscovering the “why” – how giving clients what they want can make your practice perfect

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Has the advent of technology and a preoccupation with compliance caused advisers to lose sight of what clients really want? And if so, what can we do to get back to basics? In recent years the advice industry has been dominated by two major concerns. One is technology and how best to assess and adopt […]

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Ignition Wealth announces digital advice solution for users of leading platform

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Ignition Wealth has announced today that its digital advice solution will be available to investors, advisers and accountants using BT Panorama. “We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors. For accountants the move provides a post-FOFA solution that allows them to source advice […]

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Breaking the barriers – how technology can solve the great Australian advice conundrum

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For financial advisers intent on shaping quality practices that will help Australians build better financial futures, the rewards are many and varied. So too are some of the issues and barriers. Likelihood is however, there’s one major issue that most independent advisers grapple with: how to ethically, legally and preferably, profitably, address the needs of […]

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Which tech? How to navigate the advice software maze

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Having accepted the need for – and benefits of – embracing technology, the big question many advice firms are now asking is: which tech? Because it’s not all created equal. In this summary we suggest some steps to take and questions to ask when considering how to get the most from your advice technology. The […]

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Pharmacy Alliance partners with Ignition Wealth to provide digital financial advice to members

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Pharmacy Alliance is Australia’s largest independent pharmacy group with 650 members across Australia. Pharmacy Alliance has a strong proven history of innovative member support through establishing partnerships with other organisations that provide differentiated solutions. With this in mind, Alliance Family Wealth (AFW) was established by the owners of Pharmacy Alliance, to deliver innovative wealth solutions […]

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Ignition Wealth survey offers advisers a chance to win sold out Adele tickets

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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 […]

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2017 – the year of goals-based advice

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“Goals-based investing”: it’s a concept that’s gaining increasing currency in investment and financial planning circles and attracting more and more attention. And, when you look at its underlying precepts, how goals-based investing plays out in practice and the potential benefits it offers for individuals, advisers, and the industry at large, it’s easy to see why. […]

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