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Showing 241 - 250 of 740 results for "Version"

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version of Daniel Kalt, the bank's chief investment officer responsible for Switzerland. The project, called UBS Companion, will ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... it will be holding another series of forums to ensure stakeholder feedback is comprehensively considered in the final version of the standards framework. Under the requirements proposed in March, existing financial advisers with a bachelor's degree ...

Chief economist update: China's neo-great leap forward

BENJAMIN ONG  |  MONDAY, 4 JUN 2018
... Prime Minister Mariano Rajoy's exit and the curious case of the US-North Korea summit have drowned China's modern version of the "Great Leap Forward". The first day of June marked when MSCI included Chinese A-shares into its benchmark MSCI Emerging ...

Industry fund awards currency mandate

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... $150 million fixed income mandate to US-based Payden and Rygel. The $152 billion fund manager is set to manage a customer version of its Payden Absolute Return Investment strategy on behalf of the fund. Less than ten days ago the industry fund completed ...

Spaceship looks outside of superannuation

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... the licensee in hand, Spaceship worked in-house on the software side of the product, with engineers delivering the beta version last month. The super-fund-turned-investment-manager is now pushing out advertising for the product. Spaceship is not charging ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... to develop the fund's digital advice and investment platform. Equip MyMoney is the fund's custom-built superannuation version of Clover's automated investment service; it helps members choose from the fund's existing investment options based on their ...

Super fund awards $150 million fixed income mandate

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... a $150 million mandate from a Queensland-based industry superannuation fund. Payden and Rygel will manage a customised version of its Payden Absolute Return Investment (PARI) strategy on behalf of Sunsuper. Payden and Rygel is represented in Australia ...

Beer tap runs dry for $2 billion manager

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... companies and closed short positions on American REITs while retaining investments in the Spanish hotel sector. An earlier version of this story wrongly stated that PM Capital was a $400 million equities manager. This has been amended.

RC findings bring shame on advice industry: social media

ALEX BURKE  |  TUESDAY, 17 APR 2018
... shame for working as a financial planner. #bankingRC Is it just me or is the rejoinder "I'm uncertain" the new corporate version of "I can't recall"? Today's hearings produced some memorably squirm-worthy moments. Impressed by Michael Hodge too. #shockandorr. ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... other apps and don't connect to mainstream tools. Those that do exist have been designed by institutions to deliver their version of goals-based advice," AGBA general manager, Rebecca Jacques said. The association believes that falling costs associated ...