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Showing 1241 - 1250 of 6220 results for "technology"

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
Mason Stevens has added a head of platform and head of technology to its team. Vien Luong and Tracy Southern have both joined the Mason Stevens team, Luong from KCA Business Consulting and Southern from FNZ Group. Luong has worked with Mason Stevens ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... interprets the law a different way making writing SoAs time consuming, confusing for clients, and hard to code into technology," the survey said. Most paraplanners believe that a short-form document can be created easily and presented in a more friendly ...

Netwealth reports FUA increase

CHLOE WALKER  |  THURSDAY, 19 JAN 2023
... quarter, now sitting at 121,032. In FY22, Netwealth said it "strategically stepped up our investment in people and technology to further enhance our platform capability and service levels for existing and new clients." The impacts of FY22 initiatives ...

Bravura restructures operating model, makes new appointments

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... finance roles at iSoft Group and Sydney Airport Corporation. Bravura also appointed Adam Warwick to the position of chief technology officer, based in London. Warwick has more than 20 years' experience in technology roles, most recently as chief information ...

73% of chief executives predict global economic decline: PwC

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... impact profitability, 53% citing changes in regulation, 52% pointing to labour/skills shortages, and 49% highlighting technology disruptions. Inflation, macroeconomic volatility and geopolitical conflict topped chief executives' concerns. The survey ...

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... client group co-head Nathan Krieger said: "Part of the success is coming from improving efficiencies and implementing technology, but also from growing their client service support personnel significantly faster. "That's allowing high performing firs ...

Diverger acquires cyber technology firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
Diverger has acquired Priority Networking, an outsourced managed technology service provider with a network of 130 accounting and financial advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant ...

JPMorgan says fintech was a fraud, closes business

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
JPMorgan has shuttered the financial planning fintech it acquired in 2021 and is suing its founder, claiming most of its users were fake accounts created to inflate the business' value. In September 2021, JPMorgan Chase acquired Frank, a platform that ...

Dexus Fund Management bolsters board

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... Panel. Meanwhile, Phillippo has international experience across the energy, financial services, telecommunications, and technology sectors as well as the infrastructure sector having held executive roles at HRL Morrison & Co and Lumo Energy. She is currently ...

Australian equities to outperform in 2023: VanEck

CASSANDRA BALDINI  |  FRIDAY, 13 JAN 2023
... 200 was down 1.08% over the year. The top-performing sector was energy up 49.0% and coming in last was information technology which fell 33.7% over the year. Large caps "significantly outperformed" and were up 1.89% for the year, midcaps fell 6.3% and ...