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Showing 301 - 310 of 1755 results for "Profile"

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
An overwhelming number of investors believe ChatGPT will provide accurate financial advice, flagging they will lean on artificial intelligence as their trusted adviser in the future. According to the Investor Index study of 1100 UK investors with a ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... He was the wealth research manager at ANZ for more than three years before moving to Koda. In a 2018 Financial Standard profile, Coggins said his decision to join Koda stemmed from a conversation with Heath, who shared his vision for the firm. They also ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... Allianz Retire+ has appointed a national platform and research relationship manager, while also making a raft of high-profile appointments to its Retirement Advisory Board. Joining the Allianz Retire+ team as national platform and research relationship ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... portfolio valuation and asset allocations. It also allows advisers to include their clients' proposed target risk profile while performing an investment switch, while proposed asset allocation can be reviewed against the client's risk profile. ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... $500,000, can we carry for that unused cap space? If I get the client to log into their myGov account and look at the ATO profile, is that going to be correct around how much carry forward to cap space they do or don't have? He further highlighted ...

Australian Ethical selects new administrator

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
... addressable market for responsible investing, and simultaneously see operating leverage emerge in the future earnings profile of the business." The super fund subsequently chose GROW, citing its shared commitment to innovation, and the potential for ...

APAC now most active region for VC: Data

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
APAC venture capital (VC) assets under management climbed to $1.21 trillion in September last year, surpassing North America's $1.04 trillion. According to Preqin's Alternatives in APAC 2023 report, since the pandemic, APAC has overtaken North ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... 2023. She joined the firm in 2021 and has seven years' experience in financial advice having previously worked at Profile Financial Services, Mercury Private and Zurich Financial Services. Pham said the Certified Financial Planner Certification Program ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
The new offering, Pascoe Partners Invest, includes four diversified investment portfolios which cover a range of risk and return profiles as well as an ethical portfolio. The accounting and advisory firm said all four portfolios require a minimum of ...

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
High-profile Australian financial services leaders have been recognised in the King's Birthday honours list, with several receiving an Order of Australia. This year, former Macquarie managing director and Financial Regulator Assessment Authority ...