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Showing 771 - 780 of 2579 results for "Online"

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... jurisdictions. Tech-driven, financial services law firm Zeidler Legal Services has launched the Global Knowledge Hub; an online subscription service for asset managers looking to register and market funds across borders. The hub compiles both frequently ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... regular check-up over the phone, financial planners often keep their clients engaged through email newsletters (55%) or online access to view their portfolio (35%). The 2017 survey found many advisers were dissatisfied with their providers. More than ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... and customers' needs and expectations have risen dramatically. They want tailored interactions that are quick, easy and online," McCormack said. "The advisers we speak to see that, and are now revisiting the way they engage with their customers and give ...

Super startup returns to drawing board

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... innovations promoted at the time was a downloadable 'FutureYou' calculator, converting the current price of items online to the future value of the money members are forfeiting in retirement. "A $100 dress that you buy today means that a future ...

Sequoia sells direct equities business

ALEX BURKE  |  FRIDAY, 22 JUN 2018
... year, Sequoia completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac and online trading platform Morrison Securities. In December 2017, Sequoia announced a number of strategic investments, including the ...

Quantifeed eyes Australian expansion with $13.5m raising

KANIKA SOOD  |  WEDNESDAY, 20 JUN 2018
... million, a series A funding of $6 million in 2016 and prior seed capital. It currently has one client in Australia, an online securities broker, Quantifeed Australia head of strategic partnerships Graeme Brant said. "They were actually the first client ...

ANZ creates mental health portal

ALEX BURKE  |  TUESDAY, 19 JUN 2018
... well as that of their clients. The bank is working with health and wellbeing company Mindstar, which has developed the online portal containing tools and educational material about mental health. The portal will also offer support for small-business ...

New campaign combats elder financial abuse

KARREN VERGARA  |  MONDAY, 18 JUN 2018
... exploitation. The campaign hopes to establish a standardised power of attorney order across state and territories, with an online register and a designated safe place to report suspected abuse, she said. Bligh said the agreement by the nation's top lawmakers ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... investors and financial planners can use the functionality, previously restricted to accountants. Class partnered with the online platform and mobile app in 2016, aiming to assist advisers make better informed decisions. Simply Wall St analyses more ...

Listed fintech partners for financial wellness

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
An ASX-listed fintech partnered with an online financial literacy hub to expand its distribution strategy and launched a new financial wellness program. Marketplace lender Wisr has partnered with Your Wealth Hub, a digital financial literacy and employee ...