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Showing 821 - 830 of 4059 results for "Engage"

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... partnership investments. He said, following his time in the US, it's exciting to reconnect with the community and re-engage the vibrant Indigenous business ecosystem in Australia. "It's a privilege to join Australia's only Indigenous-led ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
Ironbark Asset Management and Invest Blue have announced plans to merge, forming one of Australia's largest diversified financial services businesses. The merger is expected to be completed by the end of September, once finalised the newly formed ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Generation X and Millennials are leading the charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... between AI, big data, and human intelligence (HI). It found that 45% of respondents said such technology allowed staff to engage in more productive activities, while 22% reported that AI and big data adoption led to reduced headcount. "How firms and ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... solutions for those clients." Partnering up Asset management staff don't just talk to a single contact anymore; they engage with multiple stakeholders across asset classes. A partnership approach will mean dealing with investment chiefs, heads of ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
... tight household budgets. "Our updated Health Sense Plus offering not only plays an important role in encouraging clients to engage with, monitor and maintain their health, it also enhances policy affordability at inception while enabling sustainable ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... cashflow profile, or asset-light nature. Causeway said the launch is part of its growth strategy and explained the fund will engage in direct lending as well as the purchase of existing loans and loan portfolios that may require restructuring expertise.​ ...

APRA finds signs of step change in remuneration practices

ANDREW MCKEAN  |  THURSDAY, 7 SEP 2023
APRA has found early signs of change in the remuneration practices of financial services entities in a review of how Prudential Standard CPS 511 has been applied. In a letter to all APRA-regulated entities, the regulator said it was pleased with the ...