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Showing 301 - 310 of 563 results for "Joe"

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... to users on the audit's progress and send documentation and associated details upon its completion. Super Know How director Joe Buttigieg said the functionality complements the firm's existing audit service that is wholly online and efficient. "It means ...

Banks can offer fintech an olive branch

EMMA RAPAPORT  |  MONDAY, 1 MAY 2017
Financial technology upstarts promise to reinvent financial services, yet large institutions are accused of hindering progress. In an email blast to thousands of customers last year, Commonwealth Bank warned the use of certain fintech services could ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...

Chi-X Australia boss departs

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... effective immediately. Former chief executive Peter Fowler is taking the reins in the interim, and chief financial officer Joe Meyer is also taking on greater responsibility. Staff were informed of the leadership change via an internal memo which thanked ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform. Nod, backed by accelerator H2 Ventures, is aiming to bring financial experts to people on demand. Clients can ask a question ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
Traditional licensee models of measuring adviser performance on sales and revenue are outdated and won't survive the advice industry's transition to professionalism. That is the view of Fortnum Financial Group, which believes its newly-created professional ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... lead Morningstar as we head into the next stage of our company's innovation and growth," outgoing chief executive and founder Joe Mansueto said. "He has a unique ability to bring people together to help solve problems for investors, and I'm confident ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
... roles at Asgard and MLC. In his new role, Whereat will oversee ANZ's aligned financial planning groups. ANZ has also appointed Joe McGrath, previously ANZ Wealth head of network sales, as ANZ Wealth state manager, Victoria and Tasmania. He has held other ...

Former ANZ exec joins Fortnum

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
Fortnum Financial Group has appointed former ANZ Wealth managing director of advice and open market channels Neil Younger as its managing director. Younger joins as the group readies itself for a significant expansion program. He will work closely with ...

MLC bolsters group insurance team

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... industry funds." Smith joined MLC in November 2015 and has made several changes to the team including expanding the portfolio of Joe Thompson to include both sales and relationship management and appointing Stephen Sefton as head of product and strategy. ...