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Showing 181 - 190 of 310 results for "PIO"

Stockspot and Class form data deal

DARREN SNYDER  |  TUESDAY, 2 AUG 2016
A direct data feed for SMSFs showing portfolio investments, capital gains, dividend statements, franking credits and tax summaries is now live through a new industry partnership. Automated investment adviser and fund manager Stockspot has teamed with ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
During next month's netwealth webinar, Michelle Baltazar from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial ...

AXA IM appoints responsible investment analyst

MARK SMITH  |  WEDNESDAY, 13 JUL 2016
AXA Investment Managers has appointed an analyst to its dedicated responsible investment team. Alix Chosson joined the firm as energy fundamentals analyst in May from Standard Life Investments where she was a responsible investment analyst specialising ...

ETF pioneer donates $100m to ANU

MARK SMITH  |  WEDNESDAY, 13 JUL 2016
Australian commodities trader and exchange traded fund pioneer Graham Tuckwell and his wife Louise will donate $100 million to the Australian National University. The money, combined with the $50 million the pair gifted the university in 2013, will ...

Westpac hires senior compliance manager from CommSec

ALEX BURKE  |  THURSDAY, 7 JUL 2016
Westpac has appointed a new senior compliance manager. Dorota Piotrowicz joins Westpac from CommSec, where she was a risk senior manager. Prior to that, she worked in operational risk at BNP Paribas and was an internal audit manager at Macquarie. This ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
Awards honour modern marketing, advertising and sales excellence (MAX) in 18 categories including Marketer of the Year, Sales Executive of the Year, and Product Launch of the Year. Now in its 21st year, the annual MAX Awards recognise Australia's leading ...

FTSE Russell launches "green revenue" model

ALEX BURKE  |  TUESDAY, 7 JUN 2016
Index provider FTSE Russell has launched a low carbon energy (LCE) data model which tracks the "green revenues" of companies comprising 98.5% of total global market cap. The goal of the new model is to give each listed entity a low carbon industrial ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm. The partnership and funding deal with Avocado Consulting will allow ...

Zurich hires head of digital

MARK SMITH  |  THURSDAY, 19 MAY 2016
Zurich Financial Services Australia has appointed a new head of digital to its life and investments business. Marc Fabris is returning to Australia from a three-year assignment at Zurich's global headquarters, where he served as global life head of ...

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
Praemium has launched a new managed account solution for a national dealer group. The partnership with Futuro makes Praemium's SMA technology available through the dealer group's subsidiary Sterling Managed Investments. It enables Futuro advisers and ...