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Showing 751 - 760 of 2351 results for "Advance"

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
HUB24 financial planning subsidiary Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017. According to Capgemini's 2018 World Wealth Report, Australia's HNWI population ...

Global wealth manager appoints new CEO

HARRISON WORLEY  |  FRIDAY, 15 JUN 2018
... by our staff and clients." "We are delighted with Catherine's arrival, and I look forward to partnering with her to advance the growth of our wealth management offering and capabilities for clients." Keating added she was keen to lead BNY Mellon's ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

Avaloq expands Australian footprint, appoints senior roles

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
Global financial services software provider Avaloq, which boasts clients such as BT Financial Group and Crestone Wealth Management, is ramping up expansion initiatives in Australia with two senior appointments. Anantha Ayer has been appointed general ...

Macquarie expands healthcare investment

DARREN SNYDER  |  FRIDAY, 1 JUN 2018
... reimbursement changes, consumerism in healthcare and favorable demographics. Crowell will work to capitalise on these trends and advance Macquarie Capital as a market leading adviser and underwriter for healthcare services and technology-enabled healthcare ...

New Government body to advance financial literacy

JAMIE WILLIAMSON  |  MONDAY, 28 MAY 2018
An industry veteran and media personality will lead a new Federal Government body dedicated to the advancement of Australians' financial capability. Paul Clitheroe will chair the board of the new body, envisioned as Australia's peak group in ...

GROW Super seeks RSE licence

JAMIE WILLIAMSON  |  MONDAY, 28 MAY 2018
In recent years new superannuation players have emerged, each with a view to transform the system for the next generation. Although six of the 17 new super products to enter the fray are still yet to officially launch, they have already shaken the industry's ...

Artificial intelligence to become commonplace at instos

DARREN SNYDER  |  MONDAY, 21 MAY 2018
About 60% of Northern Trust's Australian-based institutional investment clients believe meaningful adoption of artificial intelligence will occur within the respective businesses over the next two years. Local instos are more bullish on AI than ...