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Showing 61 - 70 of 129 results for "SAA"

Padua appoints chair

ELIZABETH MCARTHUR  |  FRIDAY, 16 JUL 2021
Financial advice technology provider Padua has appointed a chair from the telecommunications industry. Amaysim founder and former chief executive Peter O'Connell will chair the board at Padua. His Amaysim business sold to Optus this year. O'Connell ...

AustralianSuper posts best year yet

KANIKA SOOD  |  MONDAY, 5 JUL 2021
... Australian shares and global shares comprising 21% and 31% of the total balanced portfolio. Other asset class exposures in the SAA effective July 1 are infrastructure (13.5%), fixed interest (11%), cash and private equity (6% each), credit (5.5%), direct ...

HESTA awards mandate

ELIZABETH MCARTHUR  |  TUESDAY, 8 JUN 2021
One of Australia's largest super funds, $60 billion industry fund HESTA, has selected a software-as-a-service platform to manage its finance operations. TechnologyOne was selected by the fund to streamline financial reporting, with the aim of allowing ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
ROAR Software, formerly known as YTML, has won a technology solution mandate from a recently launched dealer group. Dealer group Finchley & Kent claims that its advisers save up to 60% of their time on administrative work as a result of this new partnership. ...

Former adviser cops eight-year ban

KARREN VERGARA  |  THURSDAY, 6 MAY 2021
A former ANZ and Infocus Securities financial adviser has been banned for eight years after ASIC found evidence of forgery and falsifying documents. Lisa Lee, a Sydney-based former adviser, falsely witnessed binding nomination of beneficiary forms for ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bravura Solutions' advice technology division has hired a new chief commercial officer from AMP and announced that its chief operating officer has exited. Steve Davison joins Midwinter as chief commercial officer, finishing up at AMP after almost ...

Former adviser pleads guilty over million-dollar super theft

ANNABELLE DICKSON  |  THURSDAY, 22 APR 2021
Victorian-based Ahmed Saad has pleaded guilty after previously being charged with dishonestly obtaining financial advantage by deception for his role in an illegal retail superannuation scheme. ASIC alleges that Saad, while working as an authorised ...

Former Apogee adviser charged with deception

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
Victorian-based Ahmed Saad appeared in court after being charged with dishonestly obtaining financial advantage by deception for his role in an illegal retail superannuation scheme. The Australian Securities and Investments Commission (ASIC) alleges ...

Fintechs to merge

ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
InPayTech has entered into a merger agreement to acquire 100% of Comply Path as a wholly owned subsidiary. The payment technology company will complete the transaction as a 100% scrip for scrip offer and upon shareholder approval Comply Path shareholders ...

NAB Asset Servicing signs up to Charles River

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
NAB Asset Servicing has signed up to State-Street-owned Charles River Development for compliance monitoring, oversight and reporting. NAS will use Charles River Investment Management Solution (IMS) to help institutional clients monitor a broad range ...