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Showing 371 - 380 of 1541 results for "Connect"

BNY Mellon appoints Australian executive

ANDREW MCKEAN  |  FRIDAY, 30 SEP 2022
BNY Mellon has appointed Geoff Hodge as Australian country executive, focused on adding value in the super and investment management sectors. Upon regulatory notification, his appointment is effective immediately after which both the Australian branch ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... client's financial institutions, reducing the time spent meeting Know Your Customer requirements. "Clients simply connect their financial institutions to their financial plan and seamlessly share their information with their adviser." Lumiant recently ...

AFA Foundation's community impact

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
In honour of the late Chris Regenass, AFA Foundation chair Dave Slovinec announced that the foundation is supporting Kidney Health Australia as part of the AFA 'Thrive' conference. Approximately 200,000 people suffer from kidney disease in Australia ...

Consultation opens on crypto regulation bill

ANDREW MCKEAN  |  MONDAY, 19 SEP 2022
Liberal senator Andrew Bragg has released a draft bill for consultation that introduces licences for digital asset exchanges, custody services, stablecoin issuers, and instigates disclosure requirements for Chinese state-owned banks that facilitate ...

Mawhinney ban overturned, to face retrial

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
Mayfair 101 managing director James Mawhinney has had his 20-year ban overturned and will return to the Federal Court to have his case reheard. The Full Bench of the Federal Court said ASIC's case against Mawhinney lacked procedural fairness as ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... the financial advice experience to help advisors center on life planning, giving them the tools they need so they can connect with their clients on an emotional level. This allows them to have incredibly meaningful conversations with clients, making ...

Aware Super launches $7 billion property arm

CASSANDRA BALDINI  |  THURSDAY, 8 SEP 2022
Aware Super has launched its real estate arm and intends to hold $7 billion in assets within five years. First announced in June, Aware Real Estate will actively manage the super fund's directly owned Australian living, industrial, office and mixed-use ...

Schroders names head of private wealth

CHLOE WALKER  |  MONDAY, 5 SEP 2022
... will be responsible for building Schroders' relationships in the private wealth segment and identifying opportunities to connect clients with Schroders' offerings. Previously, Star worked at Centennial Property Group, where she was the director of private ...

Legalsuper launches new member portal

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... The industry super fund has teamed up with Link Group to create a new cloud-based online portal, using real-time data to connect with members. The MemberAccess platform delivers on legalsuper's commitment to provide members with "the best online ...

Pretium Partners lands down under

CHLOE WALKER  |  TUESDAY, 30 AUG 2022
The US-based investment manager is bolstering its business development capabilities in Australia, opening an office and appointing a managing director. Craig Matthew has been appointed managing director for Australia and New Zealand for Pretium, heading ...