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Showing 1001 - 1010 of 6216 results for "Technology"

EG touches down in Japan

CHLOE WALKER  |  TUESDAY, 19 SEP 2023
... future capital flows for real estate investment opportunities that will allow the expansion of portfolios. Property technology innovation remains a key focus, it said, with four portfolios supported by EG's innovation incubator, EGX. "EG Japan strengthens ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... said $2800. The median answer was just $1000. Wamsteker said platform providers need to continue to update and improve technology solutions, to provide advisers with the tools that clients value. "An integrated digital experience, automated tax and performance ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... decision to reset and transform the business in early 2020 by simplifying and investing in systems, processes, and technology, as well as expanding people capability, was starting to deliver benefits and growth through efficiencies, productivity gains ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
BNP Paribas' Securities Services will remain custodian for HUB24, the platform rapidly gaining market share. As part of the renewed mandate, BNP Paribas will extend its local and global custody services to HUB4, continuing a partnership that began ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... In conversations with advice partners, Mantella underscores that advisers need to be fluent in the managed account technology, as most are integrated into investment platforms. Understanding the role of the investment committee is also vital, so advisers ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... will also provide independent oversight of the firm's governance structure and offer its advisers access to Frontier's technology platform. It marks the first time Frontier will work with a wealth advisory firm, with Perks Private Wealth director Simon ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... 200 up 4.5%. Materials and Industrials were the top sectoral contributors, while outside of Australia, Information Technology was the dominant sector, contributing to almost half of the S&P Developed Ex-Australia LargeMidCap's YTD performance of ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... symbiotic relationship between AI, big data, and human intelligence (HI). It found that 45% of respondents said such technology allowed staff to engage in more productive activities, while 22% reported that AI and big data adoption led to reduced headcount. ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... committed to supporting accountants, lawyers, and other financial professionals by providing the best quality documents and technology solutions, "that enable them to efficiently and effectively establish and maintain entities on behalf of their clients." ...