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Wealth

Data administrator Link Group has partnered with wealth technology provider Retirement Essentials, to roll out a personal advice offering for superannuation clients.

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UK advice software provider Intelliflo has named Geoff Rogers as its first head of Australia, as it steps into the local wealth market.

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Armed with a licence from the SEC, the Aussie neobank is set to roll out its wealth offering, with plans to snatch some of the investment platform market share from rivals such as Stash and Acorns.

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The group flagged that it had transferred almost 40,000 clients onto its Panorama platform over the past week as part of a major multi-year technology project.

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Promoted by UNSW

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