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Showing 161 - 170 of 349 results for "Julia"

REST launches online financial advice

ALEX BURKE  |  MONDAY, 19 DEC 2016
REST Industry Super will now deliver online personalised financial advice to its members via a new partnership. Partnering with Midwinter, REST has launched the REST Advice Online platform, based on Midwinter's AdviceOS system. It will allow members ...

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Cbus has partnered with a leading digital advice firm to create a new "advice over the phone" service. Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

Godfrey Pembroke celebrates excellence in advice

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... Year and Premier Practice Awards at its biennial conference. Principal financial planning specialist at Lighthouse Capital, Julia Schortinghuis, was awarded Adviser of the Year. She received the award in recognition of the quality of her exceptional ...

ANZ blames tech and training for bank mishaps

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... issues raised, ANZ has completed internal reviews and changed processes to ensure better outcomes, though committee member Julia Banks MP accused the bank of only employing a reactive compliance framework, which Elliott rejected. He also rejected Julia's ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
Midwinter and SuiteBox, the mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS ...

CalPERS urges Rio Tinto to report climate change risk

DARREN SNYDER  |  TUESDAY, 12 APR 2016
Rio Tinto is supportive of a resolution co-filed by US pension fund CalPERS requesting the global mining giant provide an annual report on environmental risks and opportunities associated with climate change. CalPERS holds about 250,000 shares in Rio ...

Confused environment leads to Aussie stock volatility

DARREN SNYDER  |  THURSDAY, 10 MAR 2016
A confused global macroeconomic environment, combined with a dominant passive style of investment management, explains volatile Australian stock prices during the reporting season. This is the view of Avoca Investment Management portfolio manager John ...

AMP Capital adds infra fund to SMSF suite

DARREN SNYDER  |  WEDNESDAY, 10 FEB 2016
Growing investment interest from self-managed superannuation fund trustees has led AMP Capital to offer the Core Infrastrcuture Fund to its SMSF suite. A fund usually available to large institutional investors, the AMP Capital Core Infrastructure Fund ...