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Showing 681 - 690 of 1528 results for "Technical"

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR | FRIDAY, 5 MAY 2017

For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON | THURSDAY, 20 APR 2017

... realising their retirement goals based on thousands of different market scenarios. The new campaign will be supported by technical presentations, webinars for advisers and further online tools and resources. In addition to the new solution, Challenger ...

CGT top of adviser minds

KARREN VERGARA | TUESDAY, 11 APR 2017

... gains tax is the fastest growing adviser query ahead of the 1 July changes to superannuation, according to the BT Advice Technical team. BT technical consultant Tim Howard said during the March quarter advisers were most keen to identify how CGT relief ...

Super reforms will drive advice demand

KARREN VERGARA | TUESDAY, 4 APR 2017

The complex and ongoing changes to superannuation will drive individuals to seek advice, IOOF head of technical services Martin Breckon says. Breckon, who was recently appointed to the role, said he welcomed the government's superannuation reforms and ...

Life code needs work: ASIC

ALEX BURKE | THURSDAY, 30 MAR 2017

... in its current form goes some lengths toward achieving these improvements, but "only if insurers adhere to both the technical requirements and the underlying spirit of the thing." Ultimately, Kell said that the goal of the code should be to reduce incidences ...

Fintechs and instos must align: Saxo

DARREN SNYDER | TUESDAY, 28 MAR 2017

... assets as collateral for margin trades. In January it also signed a deal with Autochartist to incorporate automated technical analysis tools and live trade signals in to the platform. Fournais said the group will soon be launching Saxo Select in Australia ...

CBA CFO to retire, successor named

JAMIE WILLIAMSON | FRIDAY, 24 MAR 2017

... executive Ian Narev described him as a linchpin of the bank's senior executive team. "Due to his strategic breadth, technical skills, and values, he is held in the highest esteem inside and outside CBA. He has made a lasting contribution to CBA, particularly ...

IOOF names new tech services head

JAMIE WILLIAMSON | TUESDAY, 21 MAR 2017

IOOF promoted from within to appoint its new head of technical services. Martin Breckon has been named in the role, succeeding Kate Anderson who became head of business support for IOOF-owned dealer group Bridges Financial Services in December 2016. ...

Global insurance tech eyes Australian expansion

ALEX BURKE | FRIDAY, 17 MAR 2017

... possible value from their investment. Sequential joins our worldwide partner ecosystem of strategic alliances partners, and technical and application partners." Sequential managing partner Adrian Johnstone added: "FINEOS is the stand-out technology for ...

Instreet launches VC fund

KARREN VERGARA | TUESDAY, 14 MAR 2017

... disposes eligible investment. Lucas said the fund is looking for startups whose management has proven leadership ability, technical expertise and operating experience. Investee companies must be producing revenue or show signs that revenue is imminent. ...

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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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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

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Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

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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