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Showing 491 - 500 of 1659 results for "Website"

Wealth management products make big leaps in digital sales readiness

KANIKA SOOD  |  THURSDAY, 19 APR 2018
Australians can now apply for 60% of all wealth management products offered by the country's biggest banks from their mobile phones, according to a fintech which helps financial services companies acquire clients. Avoka measured digital sales readiness ...

FASEA announces leadership transition

DARREN SNYDER  |  TUESDAY, 10 APR 2018
... (FASEA) chief executive Deen Sanders is stepping down after about seven months in the role. An announcement on FASEA's website today said Sanders will continue his long-standing career in professional standards, but is stepping down after designing a ...

ASIC slaps fines on Spaceship and its trustee

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... fund was tracking an index without any quantitative analysis in June, 2017, ASIC said. ASIC took issue with the fund's website copy: "We will fight to get you the very best assets in your portfolio...We will measure companies in our portfolio based on ...

Incumbents can innovate or separate: AltFi Summit

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
... consumer rather than the fintech that's changing the way things work." Credible is a student and personal loan comparison website which became the largest technology IPO on the ASX in 2017. Dash said if the firm didn't innovate in its six-year history ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
... Austock is in the final stages of its rebrand, welcoming a new chief financial officer and formalising its new ASX code and website. Generation Development Group, the parent firm of Generation Life (formerly Austock Life) appointed Terence Wong as its ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... question psychometric risk tolerance profilers with AdvisorLogic's CRM. AdviserLogic will link directly to FinaMetrica's website to synchronise client data using an API - an Australian-first for the risk assessment company. "[The partnership] allows ...

FASEA accelerates degree equivalency agenda

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
... process for the new education standards to be formally opened in two weeks' time, once the government body's official website is finalized.

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
... than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website, the AFA labelled the belief as "simply false", explaining that older degrees held by advisers will be recognised but may ...

Robo-adviser crashes during Wall Street selloff

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
One of the largest robo-advisers in the US saw its website go offline while markets fell across the globe on February 5. Wealthfront had to issue multiple clarifications to users via Twitter after complaints reached the platform that the website was ...

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... advice. The Advice Implementation Fee facility - supported by National Australia Bank - is accessible via the ClearView website. It is intended to help advisers develop and implement alternative remuneration structures, including supplementing reduced ...