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| | | ... executives of other firms - not named - discussing not the nature of their mandates but sharing experiences on how financial services firms move forward with technology, data, and operational strategies heading into 2026 and beyond. "Some of our asset ... |
| | | | ... "deliver the best results for the industry." Apex Super will spearhead Acurity's product development and administration services, while Novigi manages the underlying technology stack and services. The two firms will also collaborate to develop their ... |
| | | | ... Citigroup Smith Barney before joining CSC. John Trowbridge and Wendy Thorpe also received the highly coveted OAM. For services to the actuarial profession, Trowbridge founded consulting firm Trowbridge Consulting and spearheaded the review into retail ... |
| | | | ... financial knowledge and build financial capacity among Queenslanders, while also indicating gaps in access to financial services. Link Wealth said it "sees strong potential to bridge this gap," by providing consistent, high-quality advice and supporting ... |
| | | | Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have ... |
| | | | New modelling from the Financial Services Council (FSC) shows that up to 1.8 million Australians currently in the workforce could be impacted by the proposed superannuation tax under one of the four scenarios. The four scenarios consist of: $3 million ... |
| | | | ... chief distribution officer, overseeing sales, client relationships, and product governance. He departed the financial services giant last year when chief executive Scott Harley unveiled a new operating model and executive team. Oliver has 30 years' ... |
| | | | ... has worked extensively in the pension and insurance areas globally, Tagwira brings extensive experience in financial services with a strong background in leadership, risk quantification and management, and operations. Her career includes a three-year ... |
| | | | ... a senior risk and compliance partner at TelstraSuper, has over two decades of experience in Australia's financial services industry, gaining experience in institutional asset management as well as public sector governance.Most recently, he served ... |
| | | | ... Minnett, one of Australia's oldest stockbrokers, provides stockbroking, wealth management and corporate advisory services to retail and institutional clients across Australia. |
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