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Showing 861 - 870 of 5292 results for "customer"

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... collect this information directly from their client's financial institutions, reducing the time spent meeting Know Your Customer requirements. "Clients simply connect their financial institutions to their financial plan and seamlessly share their ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...

Iress wins Commonwealth Super Corp mandate

CHLOE WALKER  |  THURSDAY, 29 SEP 2022
Commonwealth Superannuation Corporation (CSC) selected Iress as its new technology partner in a bid to improve member outcomes, reduce administration complexity and drive down the cost to serve through a digital-first approach. On an initial five-year ...

Dexus Funds Management chair resigns

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... reinvesting in high quality assets located in Australia's major cities where we have strong expertise and high-quality customer relationships." "Today Dexus manages over $44 billion of assets across a diverse pool of vehicles in traditional real estate ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

RBA progresses digital currency project

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... participate in the project and will need to be identity-validated by their use case provider or an approved know your customer (KYC) service provider. eAUD will be able to be held in both a custodial wallet and a noncustodial wallet directly by the end ...

CALI progressing well: Mu

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
The Council of Australian Life Insurance (CALI) has said a full board will be announced soon, with appointments already made. AIA Australia chief executive and managing director Damien Mu provided an update at the Association of Financial Advisers (AFA) ...

Allianz Retire+ bolsters executive team

CHLOE WALKER  |  MONDAY, 26 SEP 2022
... and GE Insurance, London before relocating to Australia for decade tenure at AXA/AMP. He was the general manager, Life Customer Solutions for CommInsure and most recently head of insurance at NobleOak. "Malcolm's experience within life protection ...

New ethical investing app has launched

CASSANDRA BALDINI  |  MONDAY, 26 SEP 2022
Australian-owned ethical investing app Kwala has launched, providing access to future-focused companies with credentials in ethics, sustainability and prudent governance. Founders Peter Bennetto, Patrice Newell and Geoffrey Zabell developed Kwala with ...

George Lucas to depart Raiz Invest

ANDREW MCKEAN  |  MONDAY, 26 SEP 2022
Raiz managing director and joint group chief executive (international) George Lucas will leave the company effective from December 31. In an ASX announcement, the board acknowledged Lucas' work in establishing Raiz and for his leadership of the company ...