Search Results | Showing 461 - 470 of 574 results for Kerrie Sydee |
| | | Decimal Software (Decimal) has signed an agreement with a "leading global professional services firm" allowing it to scale delivery of its enterprise grade robo-advice platform to international banks and financial services companies. The Memorandum ... |
| | | | A former Guardian Advice practice has joined non-institutionally owned dealer group, Fortnum Financial Advisers. Griffin Financial Services joined the group following Guardian's decision to exit financial planning in late 2015. The Sydney-based practice ... |
| | | | Female investors and those aged under 45 are the most satisfied with their financial adviser, according the latest Lifeplan ICFS Financial Advice Satisfaction index. The Lifeplan ICFS survey, undertaken every six months in partnership with the University ... |
| | | | The federal government has released a discussion paper outlining proposed financial institutions supervisory levies for the 2016-17 financial year, citing a 150% increase in the total levies funding required for ASIC. The proposed levies reveal that ... |
| | | | HFA, the Australian parent of US-based fund manager, Lighthouse Investment Partners, has appointed a new chief financial officer (CFO) and company secretary, effective 9 May 2016. Henry Capra will take on the roles and has extensive experience in the ... |
| | | | Focus Financial Partners, a leading international partnership of independent fiduciary wealth management firms, has partnered with Melbourne based, MW Lomax, the first Australian firm to join the Focus network. The partnership represents a significant ... |
| | | | Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view ... |
| | | | The Financial Planning Association of Australia has appointed a new head of education. Shaun Weston-Cole will take on the role, replacing Howard Cook, who has transitioned into the role of FPA head of academic relations. In the role Weston-Cole will ... |
| | | | Investors must rethink their investment approach and look to the long term if they wish to achieve their target returns, according AXA Investment Managers (AXA IM). Speaking at a media briefing in Sydney, AXA IM identified a number of evolutionary trends ... |
| | | | InvestmentLink has announced the development of a real-time compliance product that will provide financial advisers and dealer groups with immediate and ongoing compliance reporting. The product, Halcyon, will use InvestmentLink's data platform as well ... |
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