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Showing 2451 - 2460 of 3822 results for "Partnership"

NAB pushes planning career path

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... receive an invitation to a NAB FP professional development day and a mentorship with a senior NAB financial planner. In partnership with the Financial Planning Association (FPA) and the Financial Planning Education Council (FPEC), NAB FP will also contribute ...

Plato launches income-focused LIC

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
Plato Investment Management is establishing its first listed investment company, responding to investor demand. The initial public offering for Plato Income Maximiser Limited (ASX:PL8) allows Australian investors to access an actively managed, diversified ...

How women get ahead in financial services: Executive

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... the only way to get ahead was to complete further study, and after receiving her masters of finance, she gained a partnership in the firm and the respect of per colleagues. In 2011, she joined Morgan Stanley as an executive director and financial adviser. ...

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... managing director, private client services Siva Sivakumaran, adviser feedback was the driving force behind the new partnership. "Individual financial advisers have a very high regard for the range of multi-asset solutions offered by Russell Investments. ...

Super funds raise $9m for social bond

KARREN VERGARA  |  THURSDAY, 9 MAR 2017
... investors makes Social Impact Bonds particularly compelling for governments, investors and the community." The program, in partnership with the South Australian Government, will commence in July 2017 and seeks to generate a financial return for investors ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
Implemented Portfolios created a white label individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed ...

Kaplan buys artificial intelligence regtech

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Following a partnership to develop a digital solution for advisers, Kaplan acquired an artificial intelligence-based regtech provider. The education provider has been working with Red Marker to develop Artemis, a solution for financial advisers to create ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... capabilities with the help and input of our adviser network." SuiteBox Asia Pacific head of sales Andy Marshall said the partnership pointed to a global trend of wealth management firms embracing efficient digitised services within practices. "Essentially ...

Synchron vows to end yearly renewables

ALEX BURKE  |  THURSDAY, 2 MAR 2017
Synchron director Don Trapnell provided an update on his group's partnership with AIA Australia, announced just over a year ago, saying it will end "the industry's love affair with yearly renewable premium rates." Trapnell argued that Australia is the ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... generation across all common advice topics in the Australian advice landscape for their clients," Dunstan said. The partnership comes as part of the wealth division's new strategy, launched at the company's annual conference in Hobart this week. In addition ...