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Showing 51 - 60 of 240 results for "Innovate"

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... how they are preparing to help Australians particularly retirees access advice. The 2024 SIAA Conference, themed Adapt. Innovate. Thrive, will be held at the Melbourne Grand Hyatt on May 14 and 15, and will hear from an array of superannuation, financial ...

Betashares plans to launch first 'moderately geared' ETFs

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... 'buy and hold' investment strategy as part of their wealth accumulation goals. "We are proud to continue to responsibly innovate and build out the range of portfolio tools available to investors and their financial advisers." The two new funds are expected ...

Deloitte eyes more mergers and product innovation

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... better segmented cohorts of members." The RIC also provides "real opportunities as well as challenges" for the industry to innovate and develop retirement products to enable retirees to manage the dual risks of longevity and investments, while still ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... proven track record in fostering strong client relationships and his strategic vision will be invaluable as we continue to innovate and provide our network of advisers with a platform that truly makes a difference in their clients' financial journey." ...

VBP adds to leadership team amid Elixir acquisition

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... merged entity of VBP and Elixir will establish the business as the primary growth partner for advisory firms seeking to innovate and expand. "Harnessing the experience of Elixir and boosting it with the scale and expertise of VBP means we are better ...

UniSuper partners to buy Tasmanian timber plantation

RACHEL ALEMBAKIS  |  THURSDAY, 5 OCT 2023
... and the forestry industry," said Forico chief investment officer Evangelista Albertin. "It will allow us to continue to innovate, adopt market leading practices, and look at ways to add value to the natural environment." The estate is sequestering more ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... group is to explore diverse business models within Loyalty's network, identify core challenges in risk advice, and innovate solutions. According to the businesses, recent research conducted revealed only a small fraction of advisers are consistently ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... credibility," he said. "The course aims to develop a learner's ability to think critically, ask insightful questions, and innovate within the private markets and alternative investments space, introducing foundational concepts, tools, and techniques ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... will be hard for asset managers to keep pace with the growth in superannuation funds. Essentially, firms that cannot innovate, who cannot put the client's need at the heart of all discussions and continue to rely on the old ways of distribution are ...