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Showing 501 - 510 of 946 results for "Hub"

Montgomery Global IM opens New York office, hires analyst

KANIKA SOOD  |  THURSDAY, 5 JUL 2018
Montgomery Global Investment Management has opened an office in New York, with a view to being closer to the "research hub" and potentially raising capital from North American investors. It has $500 million in funds under management and is a subsidiary ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
The latest innovation in banking and wealth management involves a New Zealand artificial intelligence firm, one of UBS' regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Investors aiming to build wealth should ignore market performance indices for at least a portion of their portfolio, according to ARCO chairman Bruce Loveday. "If you want to build wealth reliably over time, I would say that any alternative to having ...

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... funds across jurisdictions. Tech-driven, financial services law firm Zeidler Legal Services has launched the Global Knowledge Hub; an online subscription service for asset managers looking to register and market funds across borders. The hub compiles ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
The collapse of Dover Financial Advisers has left more than 400 advisers with a narrow 30-day window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... Literacy for members Vanguard Australia - Smart Investing Newsletter Wealth Enhancers - TV Show for Millennials YourWealth Hub - Financial Literacy in the Workplace Advertising Campaign of the Year (Print - Trade): Robeco - Factor Investing Finalists ...

NSW fintechs dominate Finnie Awards

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... which are creating jobs and industries for the future, including through initiatives like Jobs for NSW and the Sydney Startup Hub as well as our support for the Finnie Awards."

Listed fintech partners for financial wellness

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
An ASX-listed fintech partnered with an online financial literacy hub to expand its distribution strategy and launched a new financial wellness program. Marketplace lender Wisr has partnered with Your Wealth Hub, a digital financial literacy and employee ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...