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Showing 51 - 60 of 148 results for "Intuit"

Industry fund transformation sees rebrand

HARRISON WORLEY  |  WEDNESDAY, 4 APR 2018
One of Australia's largest industry superannuation funds has rebranded as part of its renewed focus on customer service. REST Industry Super will rebrand to Rest with a new visual identity and logo. Interim chief executive Andrew Howard said the change ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
In its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...

General advice "misleading": Productivity Commission

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
The Productivity Commission is calling for the existing notion of general advice to be scrapped. In its draft report into competition in the Australian financial system, the Productivity Commission argues the use of the term 'advice' should be limited ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Praemium is introducing paperless applications and digital acceptance, simplifying the financial advice process for both adviser and client. The platform said the addition of new features means Praemium is now offering a completely online solution. ...

Macquarie adopts open banking solution

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
Macquarie customers will be one of the first to test the new open banking regime with the help of a fintech. Retail finance solutions provider Zip Co, which operates under its zipPay and zipMoney brands, will allow Macquarie customers to add banking ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

AMP introduces facial recognition for mobile clients

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Users of AMP's wealth management apps can now log-in via facial recognition. Facial recognition identification enhances the experience of using the Bett3r and My AMP apps, according to AMP's director of digital and design, Michael Weeding. "The apps ...

Equity research firm expands to Australia

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
An equity and performance analytics research firm has opened a Melbourne office, and plans to increase its footprint across the Asia Pacific. Style Research provides factor-based equity analytics and portfolio communication tools globally for 300 investment ...

We cannot underestimate humans: Sicilia

DARREN SNYDER  |  MONDAY, 9 OCT 2017
Hostplus chief investment officer Sam Sicilia believes the superannuation fund's investment portfolio displays similar characteristics to humans, being resilient no matter what circumstances it may encounter. Sicilia said both humans and an investment ...

Former UBS exec joins Celeste

ALEX BURKE  |  FRIDAY, 22 SEP 2017
The former executive director and head of emerging companies research at UBS is joining Celeste Funds Management. Martin Byers specialised in emerging companies at UBS since joining in 2006. Prior to that, he was a senior equity analyst at the Royal ...