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Showing 1371 - 1380 of 10357 results for "Close"

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... groups. He joins from Trilogy Funds where he was responsible for business development in New South Wales and the ACT for close to two years. He has also previously held distribution roles with AIA Australia and BT Financial Group, and also served as ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... business while nurturing existing relationships, but the good news is that opportunities for new relationships are often close at hand. "By understanding what wealth inheritors want and structuring their service accordingly, advisers can capture their ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... transition to a platform-based architecture and cloud optimisation program has made great progress and will be brought to a close by Q1 2024. We will, however, be extending the original scope of the program to include initiatives to improve our client ...

Last chance to vote: MAX Awards

CASSANDRA BALDINI  |  FRIDAY, 5 MAY 2023
Voting for the 29th annual Financial Standard MAX Awards will close at 5pm today. So far, the nominees have received 2494 votes in total. The MAX Awards look to celebrate the best and brightest in financial services marketing, advertising, and sales ...

Issuers must lift DDO game: ASIC

CASSANDRA BALDINI  |  THURSDAY, 4 MAY 2023
The regulator issued a warning to investment product issuers after a review found woeful compliance in meeting the design and distribution obligations (DDO). Since last July, ASIC has placed interim stop orders on 26 investment products from 18 issuers ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ...

RBA verdict on knife edge: Economists split

ANDREW MCKEAN  |  TUESDAY, 2 MAY 2023
... economist Shane Oliver said: "Inflation has now peaked and is falling a bit faster than the RBA expected. Although it's a close call this bolsters the case along with increasing evidence of slowing growth and a cooling labour market for the RBA to leave ...

MLC Life appoints chief investment officer

KARREN VERGARA  |  TUESDAY, 2 MAY 2023
... manager of investment risk management. MLC Life chief executive Kent Griffin said the appointment is "a sign of the critical, close working relationship between Nippon Life Insurance and MLC Life Insurance, and the commitment Nippon Life has to the success ...

JPMorgan acquires First Republic Bank

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
The embattled bank was closed by US regulators and sold to JPMorgan Chase, which will assume all its deposits and most of its assets. Californian authorities, alongside the Federal Deposit Insurance Corporation (FDIC), closed the doors to First Republic ...

LongView launches shared equity fund

KARREN VERGARA  |  MONDAY, 1 MAY 2023
LongView has launched a new fund that aims to help solve Australia's housing affordability crisis by co-investing alongside homebuyers. The LongView Shared Equity Fund co-invests with would-be homeowners via shared equity in which LongView also helps ...