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Showing 701 - 710 of 2315 results for "digital"

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... explained the firm was considering developing its own in-house client engagement tool. "When we discovered Lumiant's digital platform, which focuses on assisting advisers to allow them to have more meaningful, values-based conversations with their ...

US regulator sues crypto giant, chief executive

CASSANDRA BALDINI  |  TUESDAY, 28 MAR 2023
... keep the money flowing and avoid compliance," said CFTC chair Rostin Behnam. "This should be a warning to anyone in the digital asset world that the CFTC will not tolerate willful avoidance of US law." CFTC enforcement division principal deputy director ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... on their own; both indexed strategies and actively managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully ...

Bank of Queensland names Frazis replacement

CHLOE WALKER  |  MONDAY, 27 MAR 2023
Current chairman Patrick Allaway has been named as Bank of Queensland's (BOQ) new managing director and chief executive for the period up to December 2024. The temporary appointment comes after former chief executive George Frazis departed suddenly ...

The seven global megatrends to watch: CSIRO

CHLOE WALKER  |  MONDAY, 27 MAR 2023
... changing climate', 'leaner, cleaner and greener', 'the escalating health imperative', 'geopolitical shifts', 'diving into digital', 'increasingly autonomous' and 'unlocking the human dimension'. Naughtin said the first megatrend, 'adapting to a changing ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... industry landscape and seek to address the needs of both candidates, and employers. The program now includes self-contained, digital practical skills modules that teach candidates on the job applications. Additionally, specialised pathways focused on ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... Westpac, and worked at Commonwealth Bank and HSBC. Keary said during his time as chief executive he "helped build a strong digital advice brand and prospect pipeline in Australia and securing a strategic investor. With this role helping bridge the advice ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement of Advice (SoA) to their specifications in less time ...

Legalsuper appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2023
... innovative thought that he is known for. His considerable experience across member engagement, service and product innovation, digital transformation, and high-performance team leadership were all clearly demonstrated - and he brought key insights from ...

Family offices ready to take risks

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2023
... said. About 56% of respondents said there is greater transparency around riskier and more specialised asset classes, like digital assets. Further, 42% said this is encouraged by improved regulation of the sector. Emerging market equities and investment ...