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Showing 881 - 890 of 1436 results for "Channel"

We don't need financial advice: Gen Y

DARREN SNYDER  |  THURSDAY, 9 APR 2015
More than 80% of university educated, well paid Generation Y professionals don't think they need financial advice according to a recent study by KPMG. The study, which sought the views of more than 1,400 Australian KPMG employees between 18 and 30-years-old ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
Australia's self-managed super fund market will be the next frontier for robo advice but it is not a threat to financial planners according to a recent report from FinDigital and Ignition Wealth. The report, which reviewed 45 robo advice offerings ...

BAEP chief executive retires

ALEX BURKE  |  TUESDAY, 31 MAR 2015
Bennelong Australian Equity Partners has announced chief executive Paul Cuddy's retirement. Cuddy co-founded the boutique manager in July 2008, having previously held roles at Westpac Investment Management, NRMA Investment Management and ING Investment ...

STOXX enters Australian market

LAURA MILLAN  |  THURSDAY, 26 MAR 2015
... Morgan has over 15 years' experience in the Australian financial services industry and was previously responsible for channel management across all client groups of S&P Dow Jones Indices (SPDJI). "Australia and New Zealand are markets of great importance ...

MyState names tech and operations general manager

MARK SMITH  |  WEDNESDAY, 25 MAR 2015
Banking and wealth management group MyState has appointed a general manager, technology and operations. Paul Moss will join MyState on 13 May. He is currently director, information technology advisory in KPMG's Hobart office. Moss brings more than 20 ...

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma. The research paper, "Wealth management and Private Banking - Connecting with ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ...

AMP boosts self-employed advice channel

LAURA MILLAN  |  THURSDAY, 19 FEB 2015
Adviser numbers at AMP's self-employed adviser channel Jigsaw Support Services were up 42.7% in 2014, while adviser numbers shrunk at Genesys and iPac. Jigsaw advisers increased from 171 in the year to December 2013 to 244 in the year to December 2014 ...

MSCI makes key hire to lead local ETF charge

MARK SMITH  |  MONDAY, 16 FEB 2015
Global index provider MSCI has hired ETF Consulting managing director Tim Bradbury to launch the company's ETF business in Australia. As vice president of ETF client coverage, Bradbury will be responsible for driving visibility, awareness and usage ...

NAB kick starts self-employed advice channel

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
National Australia Bank (NAB) is offering its advisers the opportunity to become self-employed through a new channel. Seven financial planners have recently signed up to the NAB Self Employed model and the bank aims to grow the channel to 15 advisers ...