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Showing 91 - 100 of 132 results for "SAA"

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
Bravura Solutions has acquired financial planning software provider Midwinter for $50 million. For a total consideration of $50 million, Bravura has entered into an agreement to acquire Midwinter Financial Services, one of the leading providers of financial ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
NEOS Life has partnered with a global software firm to support its underwriting, sales and administration functions. NASDAQ-listed Ebix has deployed several functionalities for the start-up in just nine months. This includes implementing an adviser ...

Chief economist update: It'll hurt me more than it hurts you

BENJAMIN ONG  |  FRIDAY, 24 MAY 2019
If very, very recent history is any guide, US President Donald Trump would soon be tempering his trade war tweets versus China. Trump did so early this year - prompting financial markets and economic and business agents to expect that a trade deal is ...

Industry fund dips toes in private equity

KANIKA SOOD  |  THURSDAY, 9 MAY 2019
... external managers and the super fund often seeds new strategies early in their life to take advantage of cornerstone fees. The SAA that comes into effect in July will see it combine its multi-asset allocations with alternatives. "We have decided to combine ...

Challenger super fund names advisory board

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2019
A new superannuation fund has created an advisory board to guide its development, including a former AMP director of savings and retirement, and a director of Impact Investment Partners. TOMORROW Super, led by former BT Financial Group executive Wes ...

Class appoints chief executive

KARREN VERGARA  |  MONDAY, 18 FEB 2019
Class appointed a new chief executive to replace Kevin Bungard. Andrew Russell will join the SMSF administration and accounting software provider as managing director and chief executive in early May 2019. He was most recently executive general manager ...

ASIC permanently bans former Apogee adviser

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
A former Apogee Financial Planning representative has been permanently banned from providing financial advice after ASIC found he illegally took $1.4 million from superannuation accounts. ASIC's investigation of Ahmed Saad found he engaged in dishonest ...

Sydney fintech sells for $339m

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
Financial services software giant Temenos is buying customer acquisition and onboarding technology company Avoka for $339 million (US$245 million). Avoka's success story begins in Australia. Temenos chief operating officer and chief financial officer ...

Alternative investment manager partners with VC firm

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
An ASX-listed alternative investment manager has entered into non-binding term sheet with New York-based early stage venture capital firm Scout Ventures for a stake in a proposed US$50 million fund. Auctus Alternative Investments will acquire up to ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
Ignition Wealth has struck a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions. The two have started work on building advice solutions, with artificial intelligence, machine ...