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Showing 551 - 560 of 6198 results for "Technology"

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... model portfolio solutions for Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty, and head of distribution Geoff Kellett. "One of the standout benefits of direct indexing is its potential ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... December, Financial Standard reported that major institutions - the University of Wollongong, Queensland University of Technology, and University of Tasmania - were ditching their approved financial advice courses due to poor enrolment numbers. Jones ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
intelliflo, a cloud-based technology solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised ...

Investment down as uncertainty rises

ELIZA BAVIN  |  FRIDAY, 7 FEB 2025
... several opportunities. Significant investment will be required as Australia transitions toward net zero emissions, while technology trends are promoting investment in generative AI, software, as well as physical infrastructure such as data centres. These ...

Chalmers 'managing pressures' to shore up economy

ELIZA BAVIN  |  FRIDAY, 7 FEB 2025
... transformation. "It's four decades since we unleashed our third economy. And we're now building a fourth, transformed by technology and powered by cleaner and cheaper energy. An economy that ensures Australians are primary beneficiaries of all ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... support their members achieve their retirement outcomes using digital advice solutions. "Using Bravura's Midwinter technology, this collaboration means AMP members have an easy-to-use digital advice solution to empower them on their superannuation ...

Insignia exec appointed local chief of MUFG Retirement Solutions

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... career includes stints at IOOF, National Australia Bank, Aviva and MLC. Most recently, he was the chief operating and technology officer at Insignia Financial. Lombardo said: "I am excited to join the MUFG Retirement Solutions business and to lead the ...

Monroe Capital sets up shop in Australia

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2025
... an asset management firm specialising in private credit markets across various strategies, including direct lending, technology finance, venture debt, opportunistic, structured credit, real estate and equity.

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... invaluable opportunities" for growth and innovation, enhancing its ability to attract and retain top talent, invest in technology, and "foster a supportive and empowering workplace culture." "By aligning with Merchant's global expertise and financial ...

BlackRock's Chantal Giles expands role

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... construction capabilities. Previously, she worked in other areas of the firm. These include stints with BlackRock's technology platform Aladdin, operations and institutional sales, where she looked after many of its superannuation fund relationships. ...