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Showing 471 - 480 of 643 results for "Analytics"

AMP updates SMSF platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
... client insight capabilities. "We've designed the platform to provide accountants, administrators and advisers with data analytics as part of a new Business Home Dashboard - the first of its kind in the market," Groeneveld continued. "Updated daily, the ...

Rainmaker goes live with new terminal upgrade

MARK SMITH  |  MONDAY, 1 FEB 2016
... experience their marketplace," he said. "An integrated approach to our data, extensive research library, news feeds and analytics will ensure that our clients are connected for insight." Through the new intuitive and easy to use interface, RainmakerLive ...

CBA risk officer retires

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
... senior executive team today, chief executive Ian Narev said Toevs will focus on balance sheet management and quantitative analytics. He will also be a director on subsidiary boards. "During his eight years as group chief risk officer, Alden has made ...

Half of financial services to divest: EY

DARREN SNYDER  |  WEDNESDAY, 27 JAN 2016
... not go away. "With limited time and resources, corporates must carefully deploy all available tools - from advanced analytics to regular portfolio reviews - to uncover a dynamic 'value story' for today's discerning buyers. If executed properly, this ...

PractiFi partners with PSK, Godfrey Pembroke vet

ALEX BURKE  |  TUESDAY, 8 DEC 2015
... and manual processes. Specifically, the website now uses PractiFi's client booking and instant confirmation software, analytics to gauge client engagement throughout the relationship and telephony services. Using PractiFi's software, Gerrard said his ...

Mercer enters new engagement era

DARREN SNYDER  |  MONDAY, 23 NOV 2015
... crossroads in the "competitive, consumer-driven era". The approach sees a connection between: Mercer Edge - a data-driven analytics, marketing and strategy platform for super funds; the deployment of global CRM enterprise solution salesforce.com; a new ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances in digital advice platforms will empower ...

GBST partners with MSCI for after-tax services

DARREN SNYDER  |  WEDNESDAY, 4 NOV 2015
... superannuation funds. GBST is offering a solution to provide after-tax performance measurement and a basis for after-tax analytics for superannuation funds in Australia, in-line with the recommendations of the Cooper Review and MySuper legislation. A ...

Embrace change to stay relevant

ALEX BURKE  |  FRIDAY, 30 OCT 2015
... Returning to financial advice, he pointed to changes already on the horizon such as robo-advice and widespread financial analytics. "But you don't have to be a victim to this," he argued. To explain how advisers can stay relevant in this climate, he ...

Frontier Advisors appoints former Mercer principal

DARREN SNYDER  |  THURSDAY, 15 OCT 2015
... industry having spent 19 years at Mercer. His roles included global product management in the areas of investment data and analytics and in wealth management, along with a stint in London as the head of investment information services for Europe. Prior ...