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Showing 1001 - 1010 of 6220 results for "technology"

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... said the ideal review process would have the minimum amount of human subjectivity, meaning it would be more reliant on technology. Australians are particularly in favour of this, with 96% of marketers and compliance specialists saying an AI-based tool ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the financial services value chain to bring advice ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... joining XV Capital, saying the firm's vision aligns perfectly with her own passion for investing and the sports technology industry. "At the heart of my decision is the opportunity to help XV Capital to scale locally as well as systemise and replicate ...

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 ...