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Showing 461 - 470 of 574 results for Kerrie Sydee

Decimal makes international debut

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
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 ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 ...

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 ...

ASIC levies up 150pct

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 appoints CFO

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
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 expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
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 launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
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 ...

FPA appoints new education head

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
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 look past market noise: AXA IM

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
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 developing real-time compliance product

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
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 ...