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Showing 201 - 210 of 488 results for "Kev"

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
Class has integrated with a global bank to satisfy demand from SMSFs for access to international assets. Partnering with HSBC, Class will now receive a direct-connect data feed from the bank's savings, transaction and term deposit accounts in its wealth ...

Misaligned expectations advisers' biggest threat

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
The misalignment of investor and adviser expectations is one of the greatest threats facing financial advisers around the world, according to research from Natixis Global Asset Management. Comparison between the Natixis Individual Investor Survey and ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
Class has partnered with an online platform and mobile app aimed at assisting advisers in making better informed decisions. The platform, Simply Wall St, analyses over 15,000 individual stocks in Australia, the US and UK and also examines investment ...

Super funds must harvest farmland

DARREN SNYDER  |  WEDNESDAY, 7 SEP 2016
A global real assets manager believes there are significant tailwinds for institutional investors placing capital in agriculture over the coming years, provided the approach is diversified and global. TIAA Global Real Assets managing director John Goodreds ...

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
Software provider Class has partnered with a new fintech firm which provides managed account and direct client portfolio services to financial advisers. The developer of Class Super and Class Portfolio has teamed up with MA Operator to enable Class ...

ANZ appoints internal audit GM

ALEX BURKE  |  MONDAY, 22 AUG 2016
ANZ has appointed a group general manager internal audit. Prior to this appointment, Kevin Corbally was ANZ's managing director, credit and capital management, and head of institutional relationship banking Australia before that. Before joining ANZ ...

Class ups its SMSF stake

DARREN SNYDER  |  TUESDAY, 16 AUG 2016
ASX-listed SMSF administration software provider Class recorded 45% revenue growth during the 2016 financial year, increasing its estimated share of the SMSF market to about 19.2%. Class' net profit after tax was $5.2 million, up 53%. This would have ...

Hunter Hall delivers profit boost

ALEX BURKE  |  FRIDAY, 12 AUG 2016
Hunter Hall delivered an 86.8% boost in statutory after-tax profit to $7.8 million in the year to 30 June 2016. This was driven by major gains in investment income and performance fees - even if funds under management only increased slightly by 1.9% ...

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 ...