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Showing 741 - 750 of 4602 results for "Andrew"

Will ASIC use AI for advice compliance monitoring?

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
The rapid expansion of artificial intelligence (AI) applications in the financial advice industry has led to a prediction that ASIC could soon incorporate AI into its compliance and audit checks of advisers. Financial technology firm Padua envisions ...

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
An increasing number of Australians expect to be paying off a mortgage or forced to rent in retirement, according to the latest Vanguard How Australia Retires survey. Vanguard Australia managing director Daniel Shrimski said after working hard and saving ...

First Bitcoin ETF to launch this week on ASX

ANDREW MCKEAN  |  MONDAY, 17 JUN 2024
VanEck will make history this week as the first investment manager to launch a Bitcoin ETF on the ASX. The VanEck Bitcoin ETF (ASX: VBTC), which will list this Thursday, has come into being after an uptick in queries and requests from the adviser and ...

Apex, ACA partner to broaden client services

ANDREW MCKEAN  |  FRIDAY, 14 JUN 2024
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services. The collaboration will see the creation of co-referral arrangement aimed at improving client outcomes. "This partnership with ACA compliments our service ...

Nuveen chief executive exits amid leadership shakeup

ANDREW MCKEAN  |  FRIDAY, 14 JUN 2024
Nuveen chief executive Jose Minaya has exited the US$1.2 trillion asset management firm, but his successor has already been appointed. Nuveen Asset Management president and head of equities and fixed income William (Bill) Huffman, who's been with the ...

ASX advances CHESS replacement project

ANDREW MCKEAN  |  THURSDAY, 13 JUN 2024
The ASX announced today that the CHESS replacement project has entered the delivery phase. This follows a decision to proceed with a product-based solution developed by global technology firm Tata Consultancy Services. ASX chief information officer ...

What's keeping the Treasurer up at night?

ANDREW MCKEAN  |  THURSDAY, 13 JUN 2024
Treasurer Jim Chalmers said at the Morgan Stanley Australia Summit in Sydney yesterday that a key goal of the Budget was to fight inflation in a way that doesn't damage an already weak economy. "... the primary focus of the Budget was to tackle inflation ...

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... financial advice that's probably ever existed. It's not going to be easy though," CoreData global chief executive Andrew Inwood says. Many advisers find the transferral of money between the next of kin is not an easy conversation. Engaging recipients ...

Count names brand, experiences head

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... O'Brien Accountants & Advisors bought the accounting client book of Kaias Phillips, a Melbourne-based firm for $2.1 million. Andrew Cust and Helena Golby from Kaias Phillips join O'Brien as employee shareholders, while Van Kaias and Bill Scopas take ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
The Capgemini Research Institute's World Wealth Report 2024, released today, shows high-net-worth individuals (HNWIs) and their wealth hit unprecedented levels in 2023, driven by a rebound in the global economic outlook. According to the report, global ...