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Showing 3961 - 3970 of 9477 results for "tech"

Incumbents can innovate or separate: AltFi Summit

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Financial services incumbents must lean on and learn from fintechs to carry industry innovation toward future consumer demands or risk being left behind. Speaking ahead of the AltFi Australasia Summit on 16 April, Credible founder and chief executive ...

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ...

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
Link Group is consolidating its advice businesses and the current chief executive of Link Advice will depart after seven years with the company. The restructure will involve bringing Link Advice and Adviser Network under the one roof. Link acquired ...

Merged super funds save $30m for members

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
Members of two newly-merged industry funds are due to reap cost savings of $30 million per year once the transition finalises on May 12. Sunsuper and Kinetic Super announced in April 2017 the consolidation will result in a single fund with more than ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
A new partnership will provide financial advice practices with access to a cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
IRESS will acquire a regtech and data analytics provider after making a minority investment in the business last year. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best ...

Facebook scandal raises ESG concerns

ALEX BURKE  |  TUESDAY, 3 APR 2018
... "strong global leadership position on carbon emission metrics," Vynokur explained, noting that they were 80% better than tech industry peers. "But in more recent times, the number of controversies suggests a pattern is emerging. Facebook seems to only ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

Nationwide Super joins Russell alliance, cuts fees

KANIKA SOOD  |  WEDNESDAY, 28 MAR 2018
Nationwide Super has joined Russell Investments' five-year-old superannuation alliance, a move that will help the fund reduce fees for its member base of small business owners. Russell Investments partnered with superannuation administrator Link Group ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
A Melbourne-based financial adviser is building out her own practice, joining the Elders Financial Planning dealer group. Becoming the 24th practice to join Elders since 2016, Marlene Zwarts has moved from a Millennium 3 firm to build out her own business ...