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Showing 12061 - 12070 of 22163 results for "Tim"

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
Australian-based firm FinaMetrica has developed a sophisticated robo advice tool for a private bank in Switzerland. NBK Private Bank Switzerland will be using FinaMetrica's suitability tool kit, a 15-minute test that looks at the investor's risk tolerance ...

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
ANZ senior manager of mandate research will set up his own consultancy, as the bank streamlines the Office of the CIO division. Nigel Douglas confirmed to Financial Standard that he has set up Douglas Funds Consulting, a firm that will provide consultancy ...

Mercer selects customer management platform

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
Mercer has selected PractiFI as its core platform for customer management. Mercer leader of financial services Pacific, Andrew Godfrey, said PractiFI will help track every interaction in a single customer view and manage workflows across customer service ...

TAL, Zurich dominate life awards

ALEX BURKE  |  TUESDAY, 15 SEP 2015
TAL and Zurich provide the best value life insurance products, according to Canstar's 2015 Star Ratings Report. The report found that both insurers "couldn't be separated for top honours in providing outstanding value overall across the life insurance ...

Gradual progress on super fund digital engagement

MARK SMITH  |  MONDAY, 14 SEP 2015
Superannuation funds have made only incremental progress towards greater digital engagement with their member base over the last 12 months. Technology, operations and risk consultancy firm IQ Group surveyed Australia's top 50 super funds with combined ...

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
Financial advice practice administration platform PractiFI has closed its seed funding round after raising capital to expand overseas. PractiFI raised $1.3 million in angel investor funding from Australia, Malaysia, the UK and US. "We are hugely excited ...

The moment of truth cometh

BENJAMIN ONG  |  MONDAY, 14 SEP 2015
Finally, it's here that long speculated week when the Fed decides. It's crunch time all around folks. Each and every FOMC voting member and his dog and cat must be busily crunching the numbers as I type to give an intelligent and convincing rationale ...

VicSuper awards $100m corporate bonds mandate

LAURA MILLAN  |  FRIDAY, 11 SEP 2015
VicSuper has awarded a $100 million investment mandate to a fixed income manager to invest in diversified Australian corporate loans. Metrics Credit Partners will manage the mandate, which falls under VicSuper's domestic fixed interest strategy. The ...

AMP loses risk lump sum market share

ALEX BURKE  |  FRIDAY, 11 SEP 2015
AMP lost risk lump sum market share to OnePath, TAL and others, according to Plan For Life research for the year to June 2015. Plan For Life's risk market report for the year ended June 2015 shows that overall inflows into the lump sum sub-market grew ...

Lift Janet lift

BENJAMIN ONG  |  FRIDAY, 11 SEP 2015
We're now heading into the home stretch people - the weekend before the week the Fed meets and decides. The FOMC has a full week from today to make up its mind and us, lesser mortals, the same time to speculate and rumour-monger about what on Janet ...