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Showing 4251 - 4260 of 9481 results for "tech"

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
The September Challenger Financial Standard Technical Services Forum addressed two key concerns around superannuation reform: death benefits and the cost of aged care. Speaking on the former, Colonial First State senior technical manager Yvonne Chu ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
A Paris-based investment manager which specialises in alternative beta strategies is eyeing opportunities in Australia with views to opening a Sydney office next year. Speaking at a media lunch in Sydney yesterday, Capital Funds Management (CFM) president ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... on customer service and relationships, particularly if they want to attract and retain younger consumers. Generation Y and tech-savvy respondents ranked the computer as the most important touchpoint for all insurance transactions. However, the study ...

Macrovue hires from Macquarie and BT

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
AMP backed online investment service Macrovue is continuing its growth with the appointment of two executives. Sriram Seshadri, formerly an associate director with Macquarie Group and a senior developer with Goldman Sachs, will join as Macrovue's chief ...

More clarity needed in key person risk management: Report

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
ESG researcher Regnan is calling on large corporates to provide greater disclosure around management of human capital, saying long-term investors should have greater oversight of strategic approaches to managing key people whose contribution - or lack ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
Indicating a rise in the number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership ...

Active management culture shifts boardroom discussion

DARREN SNYDER  |  THURSDAY, 7 SEP 2017
A global fund manager says all active management is not created equal yet it is being lumped together, leaving the industry to rewire its conversations with asset owners. During a trip to Melbourne, Sydney and Auckland recently to speak to institutional ...