Search Results | Showing 671 - 680 of 1073 results for "40:40 Vision" |
| | | Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ... |
| | | | Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses. Last month Stanford Brown marked its 30 ... |
| | | | State Street's global chief executive will retire next year after more than 30 years with the global financial services firm. Jay Hooley took the reins at the US' second-oldest financial institution in 2010, having joined in 1986. Over the past three ... |
| | | | AIA Australia has introduced charitable giving as part of its AIA Vitality rewards program. Under AIA Vitality's Active Benefits incentive, members have an option to donate rewards earned to one of three charities: the Black Dog Institute, Cancer Council ... |
| | | | Elders Financial Planning is continuing its spree of on-boarding advice practices, adding its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups ... |
| | | | Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ... |
| | | | Christian Super appointed a new chief executive to lead the $1.2 billion fund. Ross Piper steps into the top role after longstanding chief executive, Peter Murphy, resigned in April. Piper, who has 25 years of leadership experience in the commercial ... |
| | | | The chief executive of SuperConcepts has joined Macrovue's board. Natasha Fenech, who became chief executive of AMP's self-managed super fund administration business in January 2016, will now assume a directorial position at Macrovue, which is also ... |
| | | | A former long-standing chief executive and a past chief financial officer of TCorp have joined the board of FIIG Securities. The fixed income expert has appointed two new non-executive directors in Stephen Knight and Christine Feldmanis. Knight, who ... |
| | | | An IOOF subsidiary entered into a historic partnership with one of the world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with ... |
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