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Showing 2371 - 2380 of 3822 results for "Partnership"

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Citi Australia's wealth management and advice arm is ramping up its digital offerings in an effort to be a leader in the region. Speaking at a Sydney media roundtable yesterday, Citi Australia head of consumer banking in Asia Pacific, Anand Selva, said ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution and marketing Tony Nejasmic described as a reflection of growing demand ...

Generational change for La Trobe leadership team

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
La Trobe Financial is bidding farewell to two long-serving executives and has appointed from within to name successors as well as a new chief corporate treasurer. La Trobe chief operating officer Brian Ford is retiring after more than 35 years with ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. Class said the partnership will help clients reduce the cost of complying with financial licensing laws, following the repeal of accountants' exemption ...

China awards private fund license to $900bn manager

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... Asia-Pacific Rene Buehlmann said: "UBS Asset Management is the first international manager with a [Qualified Domestic Limited Partnership] quota to receive a PFM license in China's onshore market." "Securing the license expands the breadth and depth ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
The Association of Financial Advisers is calling on the broader financial services sector to help shape a new framework for adviser education, acknowledging all other existing frameworks in the market. The industry body will work with the Beddoes Institute ...

New role builds Cbus momentum, Atkin joins SuperFriend

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
The former deputy chief executive of Industry Super Australia has been appointed to the newly created role of group executive - brand, advocacy, marketing and product at $38 billion fund Cbus. Robbie Campo, known for her involvement with the long-running ...

Looking ahead key to flipping bad money habits

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... the result of a severe disconnect from our future selves. UBank, NAB's digital-only offering, conducted research in partnership with consumer neuroscience expert Dr. Phil Harris from the University of Melbourne. It found the population is spending $31 ...

Quantifeed launches portfolio for car lovers

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars. The model portfolio comprises companies that are leading the development of self-driving cars, including ...

AMG Super expands executive team

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
Boutique superannuation fund, AMG Super, is expanding its executive team with two appointments. Former client partnership manager at Australian Administration Services (part of Link Group), Tony McGraw, will commence with AMG Super on 10 July 2017 as ...