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Showing 871 - 880 of 2257 results for "Roll"

MyFiduciary partners for compliance

JAMIE WILLIAMSON  |  THURSDAY, 21 JUN 2018
MyFiduciary is partnering with a fintech to roll out a digital monitoring and compliance tool. Entering a strategic partnership with JHC Systems, MyFiduciary is equipping firms with JHC Neon; a digital risk, monitoring and analytics dashboard. JHC said ...

FASEA names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
The Financial Adviser Standards and Ethics Authority appointed a new chief executive from APRA. Formerly general manager of APRA's specialised institutions division, Stephen Glenfield will take on the role from 1 August 2018. He replaces inaugural ...

ANZ creates mental health portal

ALEX BURKE  |  TUESDAY, 19 JUN 2018
ANZ is partnering to roll out a mental health and wellness portal to assist advisers with their own mental health as well as that of their clients. The bank is working with health and wellbeing company Mindstar, which has developed the online portal ...

TAL bolsters senior leadership

KARREN VERGARA  |  MONDAY, 18 JUN 2018
TAL is boosting its group life insurance business with the addition of two senior leaders to the team. Joseph Daley is now general manager of pricing and will be responsible for developing group pricing models in partnership with superannuation funds. ...

CountPlus rolls out new service to member firms

ALEX BURKE  |  TUESDAY, 12 JUN 2018
CountPlus extended its partnership with Xero to provide access for all member firms to the company's cloud-based accounting software. This extended partnership was referred to a "platinum agreement" by CountPlus chief executive Matthew Rowe, who ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
A room full of finance professionals tackled tricky case studies at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two ...

HUB24 launches portfolio management tool

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
HUB24 will roll out a new tool that will give portfolio managers the ability to respond quickly to changing market conditions. Progressive Portfolio Implementation (PPI) gives portfolio managers the flexibility to allocate new client money at different ...

Super protection policy needs improvement

DARREN SNYDER  |  FRIDAY, 1 JUN 2018
Advocacy group Women in Super is calling on the Federal Government to re-examine its policy to end life insurance for Australians with low superannuation balances or accounts with little activity, suggesting it could be detrimental to women with dependents. ...

Liquidnet and OTAS ramp up AI play

DARREN SNYDER  |  THURSDAY, 31 MAY 2018
Liquidnet's acquisition of equity analytics firm OTAS Technologies is beginning to bear fruit for Australian institutional traders and investment offices, particularly following MiFID II implementation. About 12 months into the partnership, the ...

Estate planning lawyer fined for misconduct

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... documents before they had been signed by the testator or donor recently copped a $3000 fine and escaped being struck off the Roll. Martin Dubler is on the Supreme Court of New South Wales Roll and is certified to practice as a solicitor under an employer. ...