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Showing 181 - 190 of 303 results for "PIO"

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 ...

HESTA investment analyst collects ESG award

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
CareSuper and the Australian Council of Superannuation Investors (ACSI) have jointly named the recipient of the 2016 Michael O'Sullivan ESG Rising Star Award. Announced in front of about 200 delegates at the ACSI annual conference in Melbourne yesterday ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
The Association of Financial Advisers (AFA) is now taking nominations for its annual Adviser of the Year and Practice of the Year Awards. In its fourteenth year, the AFA Adviser of the Year Award recognises an individual who is excelling in the delivery ...

CBA announces new Board of Advice Companies director

KERRIE SYDEE  |  FRIDAY, 6 MAY 2016
The Commonwealth Bank has announced a new non-executive director to the Board of Advice Companies - Commonwealth Financial Planning, BW Financial Advice, Financial Wisdom and Count Financial. Robert Bransby, who commenced the role in April, has more ...

Fintechs to drive Australia's economy

DARREN SNYDER  |  THURSDAY, 28 APR 2016
Fintechs feature predominantly in a new list recognising superior leadership in technology and services innovation throughout Australia and New Zealand, but wealth management's representation is sparse. Yesterday H2 Ventures and Investec launched the ...

BNP and SmartAngels announce Blockchain partnership

DARREN SNYDER  |  THURSDAY, 7 APR 2016
Global custodian BNP Paribas Securities Services and direct investment platform SmartAngels have signed a strategic crowdfunding partnership for the use of blockchain. The partnership will allow private companies to issue securities on the primary market ...

FIIG appoints research team head

KERRIE SYDEE  |  WEDNESDAY, 23 MAR 2016
FIIG Securities has appointed Mark Bayley as head of credit strategy and research. Bayley joins FIIG from Aquasia where he advised corporate and institutional investors on developments in the financial markets as a credit strategist. Prior that that ...

FSC announces life insurance award winners

ALEX BURKE  |  WEDNESDAY, 16 MAR 2016
The Financial Services Council has announced the winners of its 2016 Life Insurance Awards. Six awards were presented - the first, the Pioneer Award for "[demonstrating] an outstanding commitment to innovative thinking to transform the life insurance ...