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Showing 241 - 250 of 1281 results for "Intel"

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
Insignia Financial is hoping artificial intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
Australian Retirement Trust (ART) has farewelled the author of its first corporate strategy upon the merger of Sunsuper and QSuper in 2022. As the head of strategy, Andrew Ko wrote ART's long-term strategic plan. For three years, Ko was responsible ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

AllianceBernstein managing director departs

ELIZA BAVIN  |  TUESDAY, 5 NOV 2024
AllianceBernstein managing director, Australia client group Brad Karp has announced he will leave the investment firm. Karp has been with the firm for close to 24 years. Prior to that he held roles at AXA as business manager - Australian equities and ...

Gap exists between licensees' AI use and governance processes: ASIC

MATTHEW WAI  |  TUESDAY, 29 OCT 2024
The regulator's inaugural report on use of artificial intelligence by licensees found instances of artificial intelligence (AI) use that was at risk of being at odds with their regulatory obligations. ASIC reviewed more than 600 AI use cases across ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
The $3.5 trillion wealth transfer will be Australia's biggest economic event over the next 20 years, according to AMP Advice national lead Anjuum Siingh, who chaired a panel of financial advisers at the Financial Standard Retirement Income Forum today. ...

APRA prioritises supervision of trustee spending

JAMIE WILLIAMSON  |  TUESDAY, 22 OCT 2024
The prudential regulator is clamping down harder on super trustees' spending, saying it has identified "deficient" and "questionable" practices among funds. APRA deputy chair Margaret Cole has informed all RSE licensees that it will be intensifying ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
My Dealer Services appointed Ashley Mahadeea to the role of head of strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national ...

ASIC makes key appointments to executive team

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
The Australian Securities and Investments Commission (ASIC) has made two appointments to its senior executive leadership team. Following an international search, ASIC chair Joe Longo announced the appointment of Peter Soros as executive director regulation ...