Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 3841 - 3850 of 9477 results for "tech"

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...

Chief economist update: Chinese dragon now a bear

BENJAMIN ONG  |  WEDNESDAY, 27 JUN 2018
What happens when an unstoppable force meets an immovable object? If we're talking about the US and China, it appears that the answer is that the immovable object (China) drops. China's Shanghai Composite index dropped to 2844.51 points from ...

TAL to boost adviser underwriting knowledge

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A new underwriting education initiative from TAL will help advisers and clients better understand the underwriting process. TAL launched the education initiative to increase transparency in the underwriting process, and said the initiative would provide ...

CBA restructures executive leadership

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
Commonwealth Bank made a raft of changes to its executive lineup following the announcement of plans to demerge its wealth management business. Current chief risk officer David Cohen has been promoted to deputy chief executive, charged with leading ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
The collapse of Dover Financial Advisers has left more than 400 advisers with a narrow 30-day window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers ...

MyFiduciary partners for compliance

JAMIE WILLIAMSON  |  THURSDAY, 21 JUN 2018
MyFiduciary is partnering with a fintech to roll out a digital monitoring and compliance tool. Entering a strategic partnership with JHC Systems, MyFiduciary is equipping firms with JHC Neon; a digital risk, monitoring and analytics dashboard. JHC said ...

Russell Master Trust COO departs

ALEX BURKE  |  THURSDAY, 21 JUN 2018
The chief operating officer of Russell Investments' Master Trust and Russell iQ platform has left the company after about 15 years. Jason Marler joined Russell in 2004 as a senior product manager before taking on his most recent role three years ...

Macquarie Capital hires Tesla executive

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
Macquarie Capital has hired a senior executive from Tesla to lead its global energy technology business. Greg Callman will work as Macquarie Capital's senior managing director and global head of energy technology. He will lead a global team across battery ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... analytics coupled with robotic processes can contribute to ongoing returns," Gomm said. According to Gomm, non-financial services tech giants - otherwise known as BigTechs - such as Amazon, Alibaba, Apple and Google are battling to enter the wealth management ...