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Showing 1151 - 1160 of 6220 results for "technology"

Citi awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ...

JPMorgan among banks to bid in First Republic sale

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
... deposits-left SVB acutely exposed to the specific combination of rising interest rates and slowing activity in the technology sector that materialised in 2022 and early 2023," it said. Holding up its own hands, the Federal Reserve added that supervisors ...

ClearView appoints chief executive

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
... tenure. Swanson will step down at the end of June, at which time Gooderick, currently the firm's group executive, technology and development, will take over. The board thanked Swanson for his contribution and dedication to ClearView and the broader ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... Creativemass' flagship product WealthConnect caught the eye of AMP in 2021, promising "to deliver a high-quality technology solution" for its advice network and build on the foundations of ClientHUB, the firm's proprietary practice management ...

Hostplus, IFS adopt 'mass-personalised' advice tool

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2023
Iress is rolling out a new tool providing simple, digital financial advice, with Hostplus and Industry Fund Services the first to take it up. The SuperSmart tool combines digital advice with member education, personalised via registry data, including ...

US platform bids for Yieldbroker

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... including superannuation funds, with access to Tradeweb's global multi-asset platform, deep liquidity and advanced technology," Tradeweb said. "Conversely, Tradeweb customers worldwide would benefit from increased liquidity, pre-trade transparency, and ...

$100bn withdrawal triggers First Republic stock plunge

ANDREW MCKEAN  |  WEDNESDAY, 26 APR 2023
... concentrated deposit base, with few retail investors and numerous business deposits originating from the same industry (technology) and region (US West Coast). As the Federal Reserve raised interest rates and funding costs surged, many tech start-ups ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... make it easier for super funds and retirees to access. "We have made significant investments in leading edge annuity technology and retirement solution infrastructure to support rapid and efficient integration to meet the immediate demands of Australian ...

Iress unveils major restructure, new leadership

ANDREW MCKEAN  |  THURSDAY, 20 APR 2023
... superannuation clients by reinvesting in core software solutions, it said. This includes developing "next-generation" advice technology to address the growing unmet advice need in Australia, exploring data and AI opportunities, and further expanding ...

Viridian picks up advice firm

CHLOE WALKER  |  WEDNESDAY, 19 APR 2023
... capabilities of the firm, a big user of video SoAs. Meanwhile, Viridian's investment in cybersecurity and digital advice technology will benefit existing EFS clients, it said. "EFS is thrilled to be joining the Viridian Financial Group Family," Wortley ...