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Showing 4131 - 4140 of 9477 results for "tech"

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
The rise of the "algorithmic advisers" requires a change in attitude and mindset from the financial advice and planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association ...

Fintech expands with eight new appointments

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
A Sydney fintech is responding to growing demand for its suite of financial management solutions with eight to appointees to its account management and client service teams. Moneysoft, founded in 2012 by former financial adviser Peter Malekas to help ...

Financial Standard journalist recognised in press awards

STAFF WRITER  |  THURSDAY, 23 NOV 2017
Financial Standard journalist Jamie Williamson has been honoured for two news stories on Australia's institutional investment industry, receiving a major accolade at the State Street Institutional Press Awards for Asia Pacific. In her first year as ...

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
Peer-to-peer share trading platform SelfWealth listed on the ASX today after a successful initial public offering saw $7.3 million raised. The company, comprising SelfWealth TRADING and SelfWealthPREMIUM, debuted on the ASX at 1pm and will trade under ...

SMSF platform strengthens distribution team

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
NowInfinity added to its senior leadership team, appointing a key distribution role. Tom Eustice has joined the cloud based SMSF documentation platform in the position of national sales director, bringing with him significant experience in sales, business ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
Two industry funds with more than 75,000 members are the latest to embrace Decimal Software's robo-advice offering. Mercer superannuation administration and Next-Generation platform clients, GuildSuper and Child Care Super, will be able to access digital ...

YBR founder to lead government taskforce

ALEX BURKE  |  TUESDAY, 21 NOV 2017
The founder and chair of Yellow Brick Road will lead a Federal Government small business taskforce with appointees from Suncorp, Australian Unity and NAB. Mark Bouris will chair the Small Business Taskforce, which the Department of Industry, Innovation ...

BNP Paribas Asset Management restructures for efficiency

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
BNP Paribas Asset Management streamlined its organisational structure through the creation of a new investment group. Merging its teams from subsidiaries THEAM and CamGestion with that of its multi-asset solutions division, the multi-asset, quantitative ...