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Showing 341 - 350 of 648 results for "Analytics"

ASIC drags Westpac to court

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... identified compliance concerns with the former financial adviser, Mr Sudhir Sinha, through the use of its proprietary data analytics tool, Planner Risk Insights. Following detection, Westpac commenced an investigation, suspended Mr Sinha in September ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... financial planners to directly access specific information about investments. Under Class' partnership with data and analytics provider Simply Wall St, investors and financial planners can use the functionality, previously restricted to accountants. ...

Perpetual names interim chief

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
... Perpetual, he worked at J.P. Morgan. There he spent nine years in London as vice president of account management and analytics of institutional trust services, and one year as head of that business for Australasia. Commenting on his resignation, Lloyd ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... excellent input from our key clients such as Morgan Stanley, we have made great strides in enhancing our market-leading analytics capabilities," he said. Praemium's separately managed accounts business is leading the pack among its offerings, raking ...

Liquidnet and OTAS ramp up AI play

DARREN SNYDER  |  THURSDAY, 31 MAY 2018
Liquidnet's acquisition of equity analytics firm OTAS Technologies is beginning to bear fruit for Australian institutional traders and investment offices, particularly following MiFID II implementation. About 12 months into the partnership, the ...

StatePlus awards custody mandate

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... Street. State Street will now provide StatePlus with back office services including custody, unit pricing, performance and analytics, compliance and complete tax services for multiple asset classes. StatePlus chief executive Graeme Arnott said: "We have ...

Artificial intelligence to become commonplace at instos

DARREN SNYDER  |  MONDAY, 21 MAY 2018
... experiences." "Market developments may include machine learning capabilities for faster and deeper data consumption, advanced analytics for better decision making and natural language generation for automated report commentary," Henderson said. Half ...

PIMCO partners with data and analytics platform

KARREN VERGARA  |  FRIDAY, 11 MAY 2018
... process. Part of the partnership sees PIMCO acquiring a minority stake in cloud-based integrated data and financial analytics platform Beacon. PIMCO will integrate with the platform for its valuation models, risk analytics and technology, which will ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... auditing, best interest metrics and automated statement of advice vetting. It also has a comprehensive climate risk analytics platform.

Tradies test predictive underwriting

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... average of 20 to 30 days will no longer be acceptable," he said. Early this year, ANZ Wealth partnered with Advanced Analytics Institute at the University of Technology Sydney (UTS AAi) to use machine learning and big data to build a more reliable application ...