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Showing 511 - 520 of 4759 results for "Banking"

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... its Your Wealth module. The partnership enables Lumiant to access real-time data from financial institutions. The open banking connections provided by Envestnet | Yodlee allow advisers to access a view of their client's total financial lifecycle. ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... police and we're all careful around policemen." Anderson weighed if ASIC was unfairly painted as a weak regulator in the banking Royal Commission. "I think most of the issues that were raised were ones that were already being dealt with," he said. "I've ...

QIC adds to multi-sector private debt team

ELIZABETH FRY  |  WEDNESDAY, 21 SEP 2022
... appointment of Carlo Lucci as an associate director. Lucci has a background in leveraged finance, corporate and institutional banking, private credit, mergers and acquisition transaction services, corporate advisory, and restructuring. He joins from ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... determinations," he said. Meanwhile, the government has also finalised the legislation to implement recommendations to extend the Banking Executive Accountability Regime to all APRA-regulated entities and to provide for joint administration between APRA ...

Final Royal Commission reforms to be tabled, YFYS review begins

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2022
... to fail." "We're a long way from replicating in the superannuation industry the sort of concentration we see in the banking sector, a long way. As far as funds being too big to fail goes, I think if we get to that point then we've really failed ...

Aligning investments to Leo's dating strategy pays off

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... is largely weighted toward technology and energy stocks and also includes companies in telecommunications, commercial banking, automobile manufacturing, natural gas and internet publishing. As for names, the index's 45 stocks include Equinix, ON ...

Crescent Wealth names chief operating officer

CASSANDRA BALDINI  |  THURSDAY, 1 SEP 2022
... Wealth, Crescent Finance, Crescent Foundation and Crescent Institute. "Edwards' experience includes launching Islamic banking, financial and service products in the Middle East and South Asia where she drove financial empowerment strategies throughout ...

Martin Currie promotes analysts

CASSANDRA BALDINI  |  WEDNESDAY, 31 AUG 2022
... of the Active Insights strategy. Prior to joining Martin Currie, Davison worked at Merrill Lynch for nine years as lead banking analyst. He has also worked at Citigroup Smith Barney for two years as an equity research analyst in the financials team and ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... funds to use their data to flog products to existing customers. This will have a serious impact on competition in the banking sector at a time when, with rising interest rates and cost of living pressures, people need to be able to find the best possible ...

Nuveen appoints head of debt

CHLOE WALKER  |  FRIDAY, 26 AUG 2022
... Prior to this, he worked at the Royal Bank of Scotland as director for structured real estate finance and as a real estate banking and finance Lawyer in Sydney, London, and Brisbane. In his new role, Marr will be responsible for expanding Nuveen's Australasia ...