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Showing 11 - 20 of 72 results for Kristi Cheng

La Trobe Financial expands executive team

KRISTI CHENG | WEDNESDAY, 18 SEP 2019

Blackstone portfolio company La Trobe Financial recently expanded its executive team with the appointment of three senior banking veterans. With assets under management of $9 billion, alternative asset manager La Trobe Financial announced the appointment ...

NAB launches team for vulnerable customers

KRISTI CHENG | TUESDAY, 17 SEP 2019

NAB has created a specialist team of bankers dedicated to recognising and responding to signs a customer is experiencing vulnerability. Called the NAB Customer Support Hub, its aim is to help detect the early stages of financial hardship, such as scam ...

Research Affiliates strengthens Australian presence

KRISTI CHENG | TUESDAY, 17 SEP 2019

Research Affiliates has expanded its Australian team with the hire of a senior vice president, client strategies. Adam Willis has assumed the newly-created role of senior vice president, client strategies. He will be based in Sydney. Willis joins Research ...

Chi-X launches new trading solution

KRISTI CHENG | MONDAY, 16 SEP 2019

Chi-X Australia has launched a market-on-close trading solution that provides the opportunity for anonymous, all day liquidity and to execute at the ASX closing price. Called MatchPoint, the solution uses the existing hidden market-on-close order type ...

Industry Fund Services adopts regtech solution

KRISTI CHENG | FRIDAY, 13 SEP 2019

Industry Fund Services has partnered with a regulatory technology company to automate its risk management and compliance processes. IFS will work with Advice RegTech to pioneer the launch of a "leading-edge" regulatory compliance checking technology ...

Senate creates committee on fintech, regtech

KRISTI CHENG | THURSDAY, 12 SEP 2019

Passed yesterday, the motion - brought by Senator Andrew Bragg -establishes a committee to inquire and report on fintech and regtech opportunities, barriers, and future trends. It will examine the "size and scope" of the opportunity fintech and regtech ...

Super funds recognised in UNPRI awards

KRISTI CHENG | WEDNESDAY, 11 SEP 2019

A number of Australian superannuation funds have been recognised for their responsible investing efforts by the UNPRI. The inaugural PRI Awards have been presented, highlighting individually excellent projects across the United Nations-backed Principles ...

More climate risk action needed: SSGA

KRISTI CHENG | TUESDAY, 10 SEP 2019

State Street Global Advisors said it has prioritised a deeper examination of ESG integration across its investment strategies as it released its Annual Stewardship Report for 2019. While environmental, social, and governance considerations has always ...

AFCA ombudsman addresses adviser concerns

KRISTI CHENG | TUESDAY, 10 SEP 2019

AFCA ombudsman Shail Singh has addressed common adviser concerns regarding the authority's introduction of legacy complaints. Speaking at a recent Financial Planning Association of Australia event, Singh said AFCA will apply the standard of the relevant ...

Zurich launches new SMA

KRISTI CHENG | MONDAY, 9 SEP 2019

Zurich Investments has launched a new separately managed account focused on global growth opportunities, which will be available on the HUB24 platform. The Zurich Investments Global Growth Opportunities SMA offers financial advisers the opportunity ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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