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Showing 741 - 750 of 2047 results for "Insight"

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

Institutional Shareholder Services to acquire Rainmaker Information

MICHELLE BALTAZAR  |  THURSDAY, 22 JUL 2021
... further - both domestically and across the region - as well as to accelerate the delivery of new research, analytics and insight capabilities to our clients." As part of ISS MI, Rainmaker will benefit from new capabilities, consistent with the group's ...

Frontier partners with due diligence platform

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
Frontier has enlisted the help of a global technology platform to help automate the diligence processes. DiligenceVault will enable the asset consultant to collect and centralise asset manager and fund data. The solution is a two-sided platform used ...

Westpac appoints director

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
Westpac has named a renowned philanthropist as its latest non-executive director. Audette Exel is the chair and founder of international non-government organisation Adara Group. The group's focus is on improving health and education for women, children ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The platform has made changes to its artificial intelligence capabilities to improve the user experience of its $140 billion non-custodial Virtual Managed Account solution. Praemium has expanded machine learning which has been able to identify transactions ...

Eliminating debt prioritised over pension contributions

KARREN VERGARA  |  MONDAY, 19 JUL 2021
A new study from the US finds that workers would rather pay off debt than contribute as much as 10% of their salary to their pension plan. J.P. Morgan Asset Management's annual survey found that 65% of employees haven't been able to contribute to their ...

Bennelong boards appoint chair

KARREN VERGARA  |  MONDAY, 19 JUL 2021
The Bennelong Funds Management Group welcomed a new chair, who previously led a major superannuation fund as its chief executive. Michael Dwyer took over as chair of the group on July 1, which includes overseeing subsidiary Bennelong Funds Management. ...

Legalsuper adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUL 2021
A former president of the Victorian Bar Council is joining the board of legalsuper as a long-serving director departs. James Peters is joining the $4.7 billion super fund, replacing Phil Kennon who served on the board for 12 years before retiring last ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

Aware Super adds to board

ANNABELLE DICKSON  |  FRIDAY, 2 JUL 2021
... committee for the past three years. "Many of our members work in Australia's care industries, and Angela will bring valuable insight into their experiences, just as Rosemary did," Cochrane said. "Rosemary has been an invaluable member of the board. We've ...