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Showing 11 - 20 of 17040 results for "Services"

Chief member officer leaves Insignia Financial

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAY 2024
... functions. Separately, longstanding Russell Investments executive Jodie Hampshire was appointed to the board of the financial services giant as an independent director earlier this week. Hampshire held several senior roles with Russell Investments, including ...

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
... mission plan for investments; and having a plan that everyone understands and buys into. "Governance practices which have services us well in the past may not be as suitable for the future environment - the evolving landscape of technology, ESG, climate ...

Franklin Templeton to build advanced financial AI platform

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... platform. The global investment manager said the partnership marked a significant step toward transforming the financial services industry. The platform will use composable business applications to help Franklin Templeton rapidly embed AI in its processes ...

Crescent Wealth to merge into Russell Investments

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... believe that the fund is sub-scale...," Equity Trustees said. Interestingly, assistant treasurer and minister for financial services Stephen Jones showed his support for Salaam, affirming the government's commitment to providing people of faith with ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... brand reputation is the foremost consideration for consumers when selecting a life insurance provider, ahead of advisory services and premium costs. Notably, 20% of policyholders intending to switch providers seek assistance with policy cancellation. ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... funds have got a role to play because our members don't think about financial advice like a policymaker or financial services firm does," he said. "They have a simple question, and that simple question has a complex answer. We can play a role to ...

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... chair Joe Longo had some choice words when addressing the Parliamentary Joint Committee on Corporations and Financial Services today. When questioned over its capacity to respond to people who approach the regulator seeking litigation against a company ...

Adviser fakes exam certificate, cops ASIC ban

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... Baaini, while working as a representative for licensee AAN Wealth Management, has been banned from entering financial services. ASIC's investigation found that she rendered personal advice to 121 clients in circumstances where she knew that she did not ...

Sequoia chief's job at stake in upcoming EGM

ANDREW MCKEAN  |  FRIDAY, 26 APR 2024
... meeting to remove Crole and non-executive director Kevin Pattison as directors, replacing them with head of professional services Brent Jones, and former Xplore Wealth chair Peter Brook. "The objective of this process is to focus on streamlining the ...

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... high-quality advice at scale was said to be "central to wealth managers' value proposition." "The challenge is to deliver these services at scale, while providing bespoke advice to HNW clients at a manageable cost. Technology has a key role to play in ...