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Showing 861 - 870 of 2881 results for "Network"

Calastone wins mandate

KANIKA SOOD  |  TUESDAY, 10 DEC 2019
... Calastone will now be able to send monthly statements of holdings and transactions to enabled platforms on the Calastone network, the network said. As a result, Calastone has now automated over 60% of monthly reports issued by fund managers on its network. ...

Former CBA exec takes over at Optus

ALLY SELBY  |  FRIDAY, 6 DEC 2019
... Sock Koong said that Bayer Rosmarin will continue to build on Optus' success as it moves into the next phase of its 5G network. Bayer Rosmarin "brings a unique blend of technology, commercial and management expertise from a career spanning financial ...

AMP cuts ongoing advice agreements

ELIZABETH MCARTHUR  |  FRIDAY, 6 DEC 2019
AMP announced it will introduce annual agreements for clients who currently receive ongoing financial advice. During 2020, ongoing advice agreements will be phased out for all AMP-aligned and employed advice networks. "We have been considering the best ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... experience, Newbould was most recently in marketing and communications at BT Financial Group where she founded the Stella Network, connecting women in financial advice. She is a former managing editor of Morningstar Australia; former editor of Financial ...

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... in the profession, relationship with his local FPA Chapter and being an active member of the FPA Emerging Professionals Network. Finally, the Gwen Fletcher Memorial Award was awarded to UniSuper private client adviser Nicky Dwyer CFP® who attained the ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... content which will no doubt improve the chances of Australians accessing advice. After all, the Social Science Research Network has found that 65% of people are visual learners. "Digital SOAs are key to improving the advice experience. By adopting technology ...

State Street adds to leadership team

ELIZA BAVIN  |  THURSDAY, 28 NOV 2019
... the team. "Her extensive experience in institutional sales roles combined with her comprehensive product knowledge and network will enable us to meet ever-increasing client demands, and further expand our business in Australia and Southeast Asia," Rich ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... share with their professional peers. "Specifically, members told us they want a confidential and safe space in which to network with other members that transcends geographic boundaries. We took this feedback on board and we're pleased to launch FPA Community ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...