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| | | ... underlying technology stack and services. The two firms will also collaborate to develop their combined software applications into a "market-leading ecosystem," Happell said. He said this will result in "simpler service" and "increased technology investment," ... |
| | | | ... services to the actuarial profession, Trowbridge founded consulting firm Trowbridge Consulting and spearheaded the review into retail life insurance advice released in 2015. He was an executive member of APRA and the Financial Reporting Council. Thorpe ... |
| | | | ... majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across Australia into Link Wealth's client book, bringing approximately $500,000 in annual revenue. It will also result in the establishment a new ... |
| | | | ... member's account as dictated in the consent form. To rely on the no-action position, the licensee or fee recipient, must enter into a new OFA with the client with a new written consent which also covers the period where fees were taken out despite the ... |
| | | | ... caps as interest rates went up for reasons that hikes would be negative for GDP growth. They also anticipated the US heading into a recession. "They ran away from small cap stocks, and they went into large caps stocks. Large caps are typically less risky ... |
| | | | ... with the Minister's knowledge of our profession, you may recall he was Minister Shorten's adviser with FoFA leading into the 2013 Federal Election. I think the Minister is the most impressive with industry knowledge we have encountered in our ... |
| | | | ... head of client solutions for Australia ahead of opening a Sydney office, signaling the New York-based fintech's push into the local market. Oliver will be responsible for building relationships with local wholesale advisers and ensuring they have ... |
| | | | HESTA chief risk officer Andrew Major has moved into a newly created advisory role to work with the fund's investment leadership on strategy. The transition represents a natural evolution for Major, who before joining HESTA's risk division in ... |
| | | | Australian exchange-traded fund start-up ETF Shares will accelerate its push into the local market following the appointment of Will Taylor as chief operating officer. Taylor, who landed from Global X, will report to chief executive Cliff Man and oversee ... |
| | | | ... "He {Simon} brings a result-focused, personable management style, which I am confident will help lead Ords' operations into this next chapter," said Karl Morris, chief executive and managing director. Chu, the outgoing operating chief, joined Ord ... |
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