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Showing 841 - 850 of 1755 results for "Profile"

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... advisers to automatically create tailored, multi-asset class portfolios which are matched to a client's goals and risk profile. It can then execute the trades in under one hour. Macrovue co-founder and chief executive Sid Sahgal said there are advisers ...

Financial Standard appoints editor, unveils new website

STAFF WRITER  |  FRIDAY, 16 DEC 2016
... section, product knowledge portal, customisable news section, opinion polls and the online publication of popular back-page profile interviews. Director of media and publisher Michelle Baltazar said fast download, easy navigation and readability across ...

Archaic gender rules mask super benefits

JAMIE WILLIAMSON  |  WEDNESDAY, 14 DEC 2016
... on gender identity, and the need for reform is growing. Addressing the recent FPA Professionals Congress in Perth, high-profile transgender Catherine McGregor referenced difficulties she's had with super funds since transitioning from male to female. ...

Secure your seat at Chief Economists Forum

DARREN SNYDER  |  TUESDAY, 13 DEC 2016
Ahead of the 2017 Financial Standard Chief Economists Forum, Principal Global Investors' Bob Baur says he is certain the US election changed the financial market's consensus narrative. "Before 8 November, the storyline was ultra-low interest rates ...

Former ANZ planner cops ban

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
... in places designated for clients to sign; changing dates recorded on a number of documents; and creating fake investor profile forms for two clients by photocopying forms they had signed in previous years and falsifying dates on the copied items. Commenting ...

New chair for National Seniors

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... investment advice and currently works as an adviser to a number of charitable groups. Guille said creating an even higher profile of advocacy for seniors is on his list of priorities. "We also want to develop new products and services for members - especially ...

Russell signs deal with top China manager

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... chief executive Peter Gunning said. "This agreement is a significant step forward in terms of our multi-asset investing profile in the region among China-based institutional and high net worth clients, including pension plans, insurance companies, banks ...

XTBs added to OwnersAdvisory

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... on, with the platform also providing custom advice across all other standard asset classes based on investors' personal profile, objectives and risk appetite. John O'Connell, founder of OwnersAdvisory and chief investment officer, banking and financial ...

Blue Sky partners for major US project

ALEX BURKE  |  MONDAY, 21 NOV 2016
... fragmentation provides a great opportunity for aggregation, with strong yield opportunities along the way. We think the risk profile of student housing is highly attractive and remains underpriced," Roche explained. "Student housing is a resilient asset ...

Insurers to battle big data privacy concerns

ALEX BURKE  |  TUESDAY, 15 NOV 2016
... questions around what obligations may exist for insurers to inform policyholders when the data signals a change in their profile or health."