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Showing 21 - 30 of 71 results for "Astute"

Industry fund executive takes new role

HARRISON WORLEY  |  TUESDAY, 19 MAR 2019
... Stephen Rowe said the rate of change in the superannuation landscape was changing fast, making Schimmel's appointment an astute decision given her vast experience both within super and in prior roles at KPMG and the ATO. "The last few years have seen ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Vale Terry Mackenroth

KARREN VERGARA  |  TUESDAY, 1 MAY 2018
... said Mackenroth had an unwavering commitment to social justice and was a fierce advocate for the interests of members. His astute knowledge of both government and corporate environments made him an insightful and valued trustee. "Terry's gruff voice ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice owners at the 2017 Financial Planning ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... non-generic financial plans; and communicate via sophisticated technology. By way of example, client engagement fintech Astute Wheel creates synergies by gathering information about clients and explaining basic financial concepts using more than 30 educational ...

Nikko AM enters SMA partnership

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... disruptive innovation, which is transforming industries and the global economy," he said. The SMA provides opportunity for astute investors to potentially glean enormous benefit from the technology sector's ongoing evolution, Morgan Stanley Wealth Management ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... efforts in encouraging more women to become financial advisers. "In addition to being outstanding financial advisers and astute business women, this year's FEIA finalists are giving back so much to their communities by empowering women to take control ...

Westpac provides head start to wealth management

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Two-thirds of Australian parents worry about how financially astute their children will be by the time they graduate high school and Westpac is offering a $200 head start. As part of its 200th anniversary celebrations, the bank has developed the 'Bump' ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... were priced too high, so it's questionable as to whether it will be an attractive proposition." Ultimately, he said the "astute players" in the industry will "bring some of the younger advisers in, groom them and train them, and then say, 'I'm going ...