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Showing 1221 - 1230 of 3180 results for "ACTU"

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

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 ...

Macquarie shuffles infrastructure debt leadership

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
The co-founders and leaders of Macquarie's global infrastructure debt business are stepping down and their successors have been named. James Wilson and Andrew Robertson led Macquarie Infrastructure Debt Investment Solutions since co-founding the business ...

Russell Master Trust COO departs

ALEX BURKE  |  THURSDAY, 21 JUN 2018
The chief operating officer of Russell Investments' Master Trust and Russell iQ platform has left the company after about 15 years. Jason Marler joined Russell in 2004 as a senior product manager before taking on his most recent role three years ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
The fintech is looking to expand its B2B robo-advice business in Australia as a part of a $13.5 million venture capital raising announced today. The series B funding was led by Taiwanese giant Cathay Financial Holdings, with participation from US-based ...

SSGA appoints head of retirement solutions

ALEX BURKE  |  TUESDAY, 19 JUN 2018
State Street Global Advisors has appointed a new head of retirement solutions for Australia. Jonathan Shead has worked in various SSGA roles since 2000; he was most recently head of portfolio solutions for the Asia-Pacific region. Before SSGA, he was ...

Adviser performance data vital to remuneration

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
In-depth communication of business performance data in financial advice practices can play a key role in motivating team members and the creation of remuneration packages, latest research shows. The inaugural Adviser Remuneration Report from Elixir ...

What worries Aussie advisers: Natixis

KANIKA SOOD  |  TUESDAY, 12 JUN 2018
The financial services Royal Commission coupled with the recent collapse of Dover Financial Advisers suggests it should come as no surprise that financial advisers are finding it difficult to navigate Australia's regulatory landscape. The 2018 Natixis ...

AustralianSuper exec makes next top CIO list

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
An AustralianSuper investor is featured on a new list of 50 finance professionals whom recruiters say are currently the most coveted for chief investment officer (CIO) roles. The $129 billion superannuation fund's head of portfolio construction ...

AFA criticises draft FASEA standard

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
The Association of Financial Advisers released its assessment of the Financial Adviser Standards and Ethics Authority's 12 draft standards, pointing to numerous areas that need clarity and focus, particularly around governance at the licensee level. ...