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Showing 471 - 480 of 605 results for "SARA"

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

Standard Life launches impact fund, appoints managers

ALEX BURKE  |  THURSDAY, 19 OCT 2017
Standard Life Investments is launching its first impact fund, having appointed two portfolio managers to oversee the portfolio. The Global Equity Impact Fund is launching under the Standard Life banner but will be co-run by Aberdeen Standard Investment's ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Suncorp has named a new head of wealth and life intermediaries. Dan Waller, who has been acting head since June, has now been appointed permanently to the role. He has more than 28 years' experience in the financial services industry, joining Asteron ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Millennial super fund creates advisory board

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
A technology-focused millennial superannuation fund has appointed APRA and Ellerston luminaries to its newly-created advisory board at the same time as slashing member fees. The advisory board for Spaceship will be led by former APRA executive general ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Two multi-office financial advice and accountancy businesses will merge on October 1. At the end of the month, Navacue Accountants & Financial Advisors will become Modoras Financial Performance Solutions - a progression of an existing partnership. In ...

Asset managers need more tech leaders in C-suite

KARREN VERGARA  |  MONDAY, 14 AUG 2017
The asset management industry must do more to have technologists in executive positions and leverage their skills to use technology strategically, rather than see it as a cost centre or an operational function. Research from financial technology company ...

Brexit endangers EU asset manager passport

KARREN VERGARA  |  MONDAY, 10 JUL 2017
Australian financial services companies relying on regional headquarters in London to access the European Union - essentially 28 countries - hangs in the balance once Brexit is finalised. Statistics from the Financial Conduct Authority show about 5500 ...

The changing face of underwriting

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
Facial analytics may play a key role in calculating future life insurance premiums thanks to a North Carolina technology firm claiming its platform returns lifespan estimates more accurate than traditional methods. Lapetus Life Event Solutions recently ...

Global merger creates new listed manager

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
The completed all-stock merger of equals between two global fund managers has created a new listed entity on the ASX representing $443 billion in assets under management. Janus Capital and Henderson Group will trade on the ASX and NYSE as Janus Henderson ...