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Showing 651 - 660 of 836 results for "Intelligence"

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... Advice license had conditions imposed on it over concerns about the appointment of ex-advisers from AAA Financial Intelligence. As a consequence, "What Forte Asset Solutions is experiencing is seller's preference to sell to non- aligned boutiques in ...

ASIC imposes conditions on Guardian Advice

STAFF WRITER  |  WEDNESDAY, 7 JAN 2015
... advisers. ASIC's surveillance followed Guardian Advice's appointment of a number of ex-representatives of AAA Financial Intelligence and AAA Shares after the regulator cancelled their licences in February 2013. ASIC wanted to ensure Guardian Advice had ...

ATO exec leaves to join consulting firm

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... their skills and expertise," he added. Forsyth's responsibilities at the ATO included active compliance and risk and intelligence responsibilities for all superannuation subject areas. He also has a strong income tax background and has worked extensively ...

Big changes on way for pension funds

ALEX DUNNIN  |  WEDNESDAY, 3 DEC 2014
... from 15 countries and was commissioned by State Street and conducted in conjunction with The Economist magazine's Intelligence Unit. The push to internal asset management was reported as a major priority by 81% of pension funds is explained largely by ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... in a platform, they will put on a request. Literally, that request will go to the bottom of a long list." Adviser Intelligence director Jacqui Henderson said that many advisers were unhappy with platform providers. "There's still so much arrogance and ...

The recession we're wishing to have

BENJAMIN ONG  |  WEDNESDAY, 3 DEC 2014
... still were all over the US and the UK with praises for their strong economies. As per The Economist poll or Economist Intelligence Unit estimate/forecast A for this year: Budget balance: Australia minus 1.9% of GDP; US minus 2.8%; UK minus 4.5; Japan ...

ASIC calls for standard cyber risk measure

LAURA MILLAN  |  THURSDAY, 27 NOV 2014
... confidence from investors in markets," he said. As an example, he explained that ASIC is using a market analysis intelligence system to monitor markets in real time. "Using pattern matching, we identify insider trading and market manipulation," he sa ...

Sunsuper launches 'online insights community'

JAMES FERNYHOUGH  |  TUESDAY, 16 SEP 2014
... Sunsuper enlisted the help of Vision Critical to create the website. Vision Critical have created cloud-based customer intelligence brands including Google and Nestle.

Licensee under ASIC scrutiny after employing AAA advisers

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... Australian Securities and Investments Commission (ASIC) after it employed a number of former representatives of AAA Intelligence limited. PGW Financial Services has implemented a regime of supervision, review and audit by a compliance expert for at least ...

Planners in urgent need of better tech: research

LAURA MILLAN  |  TUESDAY, 15 JUL 2014
... benefit from better technology across the board, from generating Statements of Advice (SoA) to marketing and business intelligence, the planner Investment Trends technology report from May 2014 found. When asked what areas of the business would benefit ...