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Showing 611 - 620 of 1528 results for "Technical"

Advisers decline further education: Spot poll

KARREN VERGARA | MONDAY, 5 FEB 2018

... of eight units covering ethics, professional attitudes and behaviours, financial planning and the advice process and technical requirements. While one-in-three or 33% of respondents already had the relevant educational qualifications in place, every ...

Crowe Horwath names senior appointments

KARREN VERGARA | MONDAY, 5 FEB 2018

... long-serving employee. Jara Dean will be responsible for the audit methodology and function across the business as national technical senior manager, while Jamie Irvine is a new managing partner of the Murray Darling Area. Prior to joining Crowe Horwath ...

TAL strengthens group life business development team

JAMIE WILLIAMSON | THURSDAY, 1 FEB 2018

... extensive experience in dealing with its industry partners. "Her deep understanding of our partners' businesses and technical insurance expertise will ensure that we continue to work effectively with new and potential partners, helping them meet rising ...

Channel Capital appoints distribution director from Janus Henderson

ALEX BURKE | WEDNESDAY, 31 JAN 2018

... various investment partners strategies across the retail, intermediary and wholesale market place." "Luke's extensive technical knowledge and experience is well suited to strategically engage our clients across the southern regions."

Equity factor investing undergoes further examination

DARREN SNYDER | MONDAY, 29 JAN 2018

... director Lionel Martellini said investors, and especially asset owners, are ultimately aware of the difficulties and the technical progress to be achieved to master dynamic factor allocation. "Although valuation-based methods have been widely criticised ...

OpenMarkets appoints executive, announces integration

JAMIE WILLIAMSON | TUESDAY, 23 JAN 2018

... providing positive client outcomes. "This is a significant win for OpenMarkets - we differentiate our business through technical capabilities and are passionate about disruption through technology. SelfWealth is now the largest user of OpenMarkets API," ...

Ignition Wealth appointment flags fintech future

DARREN SNYDER | THURSDAY, 18 JAN 2018

... now established with an office in the city's historic St Stephen's Green and an initial local staff of six, including technical and business development. The firm said its software solution has been initially welcomed by Irish financial institutions ...

SuperConcepts ramps up digital transformation

KARREN VERGARA | WEDNESDAY, 17 JAN 2018

... undertaken a digital transformation strategy to fundamentally redesign the foundations of the business, says its chief technical officer. The self-managed super funds (SMSF) software and services provider announced it consolidated many of its applications ...

SMSFs grappling with super changes

KARREN VERGARA | FRIDAY, 12 JAN 2018

... regularly with their clients, to streamline and assess their processes, and take every opportunity to increase their technical knowledge," he said. Maroney also expressed concerns over changes to the assets test rules for the Age Pension that is discouraging ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON | FRIDAY, 12 JAN 2018

... managing director Jo-anne Hotston will continue to lead the business while also becoming a member of the Knowledge Shop's technical team, for an initial period of three years. "The addition of Jo-anne Hotston to the Knowledge Shop tax technical team ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI

Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Blake Briggs

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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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