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Showing 4231 - 4240 of 9477 results for "tech"

IRESS enters regtech realm

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
IRESS inked a $2 million strategic regtech partnership to assist financial services businesses improve compliance. The performance-linked investment in regtech and data analytics company Lucsan marks IRESS' first minority equity investment. The non-material ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
The Investment Management Consultants Association (IMCA) Australia announced it will rebrand as CIMA Society of Australia. The name change will formally launch in early 2018 and is part of the association's initiative to emphasise the importance of ...

Multi-member SMSFs shun risky investments: Research

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
The greater the number of members in a self-managed superannuation fund, the more risk averse they become, according to latest research. A joint report from SuperConcepts and the University of Adelaide's International Centre for Financial Services reveals ...

Former UBS exec joins Celeste

ALEX BURKE  |  FRIDAY, 22 SEP 2017
The former executive director and head of emerging companies research at UBS is joining Celeste Funds Management. Martin Byers specialised in emerging companies at UBS since joining in 2006. Prior to that, he was a senior equity analyst at the Royal ...

Neuberger Berman acquires $2.5 billion firm

ALEX BURKE  |  FRIDAY, 22 SEP 2017
An investment team presiding over $2.5 billion in client assets will join up with Neuberger Berman later this year. Canadian firm Breton Hill Capital was launched in 2011 and specialises in alternative risk premia and multi-factor solutions across equities ...

ASIC confirms new CIO

ALEX BURKE  |  FRIDAY, 22 SEP 2017
ASIC has appointed a new chief information officer. Jo Harper has been acting information chief since February following Wendy Bryant's departure and has now been confirmed in the role. She joined ASIC in 2013 as senior manager, IT assurance and later ...

Hiking life premiums is short-term thinking: ANZ Wealth

KARREN VERGARA  |  THURSDAY, 21 SEP 2017
Life insurers need "common sense" when designing more affordable products that are sustainable for consumers and will create sustainable businesses for financial advisers, according to a new ANZ whitepaper. ANZ Wealth's Life insurance: The case for ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
Implementing new means of engagement with clients and collaborating more with fellow advisers is paramount to changing the public's perception of the financial advice industry. Discussing the key themes of the final day of judging for this year's Rising ...