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Showing 1 - 10 of 270 results for %22Strategic Insight%22

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... said this upgrade will equip users with multi-entity scenario modelling, offering increased flexibility in modelling strategic advice for individuals, companies, trusts, and SMSFs. Additionally, GBST ushered in an "electronic consent capture" to enhance ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
... insights. Rosalyn deVries is taking up a senior leadership position that will be pivotal in shaping the asset owner's strategic direction and driving data-driven decision-making. In the new role, deVries will lead a team of data scientists and research ...

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
With roughly two-thirds of its assets under management now held in retirement or related accounts, T. Rowe Price is establishing a team dedicated to the development of new products and services for the space. T. Rowe Price said the business unit will ...

Global X accelerates push to leapfrog local rivals

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
... delivering an improved investment experience for Australians, with plans to expand its local ETF market share (4%) through strategic growth initiatives in the coming year. "Our current line-up is comprised of many unique and innovative solutions, many ...

AMP adds to board

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... non-executive directors will start their roles at the beginning of January, coinciding with the next phase of the company's strategic journey. It explained the incoming members will bring extensive experience as board leaders and senior executives across ...

Link names retirement, super product lead

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
Link Group has named a chief product officer to lead the development and strategic direction of its retirement and superannuation solutions. Jonathan Shaw will step into the role of chief product officer for Retirement and Superannuation Solutions (RSS) ...

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... stage. "For the majority of the respondents, more than 25% of their existing technology needs an upgrade to meet their strategic goals," Helyar said. Therefore, companies are currently investing in developing talent, strengthening cybersecurity, and ...

Praemium partners for adviser insights

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
A new strategic partnership between Praemium and researcher CoreData aims to deliver research-driven product enhancements, client education initiatives, and thought leadership from the industry. Firstly, in using CoreData's research capabilities ...

Insurers drop allocation to risk assets: Research

CASSANDRA BALDINI  |  MONDAY, 13 NOV 2023
... (50%). The report clarified that 90% of insurers mentioned the economic climate will prompt them to implement or plan strategic shifts in their asset allocation strategies within the next year. It said, over the next 12 months, 11% will decrease their ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... institutional division. They have a long history of sharing roles, dating back to 2016 when they were joint general manager of strategic projects, wealth management for two years at Commonwealth Bank. From there they were chief executive and managing ...
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