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Showing 1351 - 1360 of 2706 results for "NAB"

Apogee partners with CoreData to improve client experience

ALEX BURKE  |  THURSDAY, 6 AUG 2015
NAB-aligned licensee Apogee Financial Planning has partnered with CoreData to survey client experience across all of its advice practices, new general manager Brendan Johnson said. Speaking to Financial Standard, Johnson explained that working with ...

Custody: Revolution or evolution?

MARK SMITH  |  WEDNESDAY, 5 AUG 2015
... industry would be unrecognisable in five years were EY Asset Servicing Advisory's Arjan Bloemer, NSW T-Corp's Jonathan Green and NAB Asset Servicing's David Knights. They argued that, like in the world of mobile communications, technology advances and ...

BetaShares appoints CIO

ALEX BURKE  |  THURSDAY, 30 JUL 2015
BetaShares has appointed a new chief investment officer along with four other management appointments. Louis Crous has been promoted to CIO, having previously been portfolio manager at the company. Prior to BetaShares, he was a senior investment product ...

NAS provides new corporate actions service

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... new service will deliver the "most timely, accurate, and comprehensive corporate action data ever available in Australia." NAB Asset Servicing executive general manager, Matthew Brown, said the new service highlights a continued approach in incorporating ...

Class supports nabtrade data feed

STAFF WRITER  |  TUESDAY, 28 JUL 2015
Self-managed super fund (SMSF) trustees using the Class platform will have access to nabtrade's data feeds for domestic and international equities. Class and nabtrade have partnered to provide investors with access to five markets, eight exchanges and ...

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
SMSF Association chief executive Andrea Slattery sees a growth opportunity for financial advisers by delivering holistic services to increasing SMSF interest among Generation Y clients. Research commissioned by the SMSF Association and nabtrade shows ...

NAB refunds $25m to Navigator Wrap customers

ALEX BURKE  |  FRIDAY, 24 JUL 2015
NAB will refund roughly $25 million to 62,000 customers on its Navigator Wrap platform following an independent review. The review investigated errors associated with income and tax allocations on account closure from September 2001 to April 2015. These ...

Advice firm pays penalty for misleading claims

MARK SMITH  |  TUESDAY, 21 JUL 2015
... misleading advertising specifically in its sights 12 months ago and has since issued infringement notices to the likes of NAB, AMP and BT as well as a number of smaller SMSF administrators and advisers. "Making appropriate investment decisions is one ...

Big four prepared for APRA capital adequacy changes

ALEX BURKE  |  MONDAY, 20 JUL 2015
... mortgage risk weights for ADIs using IRB risk weight models and those using standardised risk weights." In an ASX statement, NAB group executive finance and strategy Craig Drummond said the news "aligns with our expectations." The statement added that ...

Cbus appoints new executive manager

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... his experience in specific industry sectors." Coysh joins Cbus with expertise gained at ANZ, The Boston Consulting Group, NAB and most recently with Westpac. He also brings experience of working with community sector organisations in non-executive director ...