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Showing 321 - 330 of 415 results for "Pathway"

Asset managers feeling profit squeeze

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
... on a structural basis. BCG highlights China as an area of opportunity for asset managers given it has recently opened a pathway for foreign players. China is the notable exception to the slowing global growth of asset management, according to the report ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
... said the Financial Advice Standards and Ethics Authority (FASEA) demonstrates an opportunity to reimagine an education pathway, reflective of what consumers' value about financial advice and complementary to the Professional Standards legislation. "This ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... clients. SuiteBox allows advisers to be part of this evolution," Dunbar said. Suitebox also partnered with Netwealth's Pathway recently to provide the same solution to its adviser network.

Super funds not future ready: Mercer

EMMA RAPAPORT  |  WEDNESDAY, 7 JUN 2017
... funds faces potential forced closure in the coming years, unless they can demonstrate that they are competitive and have a pathway for growth and sustainability." Of the 41 super funds executives surveyed, 68% believe further consolidation of funds in ...

Super funds condemn Trump climate withdrawal

ALEX BURKE  |  FRIDAY, 2 JUN 2017
... carve out new investment opportunities. Now is not the time to walk away from a global response which sets out a clear pathway forward." Catholic Super chief executive Frank Pegan also commented, saying: "Investors fought long and hard for a strong and ...

FINSIA expands professional network

DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... professional certifications to Australia and New Zealand. FINSIA chief executive Chris Whitehead said: "The Chartered Banker pathway supports practitioners at all levels - from the foundation level, right through to the Chartered Banker certification ...

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
Australians are still perplexed by financial advice and its increased accessibility and affordability through technology - and big data isn't helping. Certainty Advice Group believes making financial advice more affordable, accessible and convenient ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable ...

New alliance to encourage female planners

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2017
Supporting the growth of women in financial planning, the Financial Planning Association of Australia will work with Financial Executive Women to advance the progression of women in the industry. Announcing the alliance at the 4th annual Financial Executive ...

Super funds raise $9m for social bond

KARREN VERGARA  |  THURSDAY, 9 MAR 2017
HESTA and Future Super are aiming to help South Australia's homeless via investment in a new social bond. The super funds are among the investors in Social Ventures Australia's Aspire Social Impact Bond (Aspire SIB), raising $9 million to help about ...