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Showing 1341 - 1350 of 9462 results for "tech"

Platform fees, poor resourcing a red flag for regulator

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2023
The chief executives of major platform operators in the UK have received letters from the regulator, flagging concerns around poor disclosure of fees and under-investment in technology. In the letter, the Financial Conduct Authority's director of consumer ...

Global insurers eye private markets, clean energy: BlackRock

ANDREW MCKEAN  |  FRIDAY, 29 SEP 2023
Global insurers are rethinking their investment strategies, with 60% revising strategic asset allocations (SAA) to prioritise flexibility and new opportunities, according to a BlackRock study. In its annual Global insurance report, BlackRock indicated ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
The director for manager selection services at Morningstar has left the firm after more than seven years. Aman Ramrakha initially joined the research house in 2018 as the director of manager research ratings for APAC before he was appointed to his current ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ...

AIA welcomes new group partnerships lead

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
The life insurer has appointed a new general manager, group partnerships who brings previous experience at CommInsure and OnePath. George Stavliotis has been named in the role, in which he will be responsible for managing AIA's client development team ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

Treasury outlines plans to boost employment

CASSANDRA BALDINI  |  TUESDAY, 26 SEP 2023
The government has unveiled its plan to overhaul the employment system in its newly released whitepaper, including encouraging older Australians to stay in the workforce by extending the work bonus and introducing a new skills passport. The Working ...

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
The expertise of financial advisers can make a 5.9% difference in the value of client portfolios compared to those who are non-advised. According to Russell Investments' 2023 Value of an adviser report, not only can advisers help boost client assets ...

Iress Wealth appoints interim chief

ELIZABETH FRY  |  FRIDAY, 22 SEP 2023
Iress has confirmed a mini reshuffle of its leadership team as Harry Mitchell chief executive of wealth management takes up a broader role, splitting his time between Australia and the UK. Consequently, the trading technology firm has promoted operating ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
Count is making a play for Diverger, in a deal that will create an entity with $29 billion in funds under management and advice, and house 550 financial advisers. The two ASX-listed firms have entered into a binding scheme implementation deed in which ...