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Showing 71 - 80 of 176 results for "Intuit"

Reforms impact adviser mental health

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
Financial advisers must band together to support their peers who are struggling to cope with the immense change occurring in the industry. Speaking at the AFA National Adviser Conference, Mindstar chief executive Aaron Williams said an increasing number ...

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...

MetLife partners with industry fund for digital tool

HARRISON WORLEY  |  TUESDAY, 28 AUG 2018
MetLife Australia partnered with an $8 billion industry superannuation fund to launch its digital life insurance tool designed to speed up claims tracking and lodgment for fund members. Statewide Super partnered with MetLife to launch the new digital ...

Global asset manager launches smart beta indices

KANIKA SOOD  |  MONDAY, 27 AUG 2018
A $996 billion asset manager is introducing a set of equity indices based on a multifactor approach to smart beta, aiming to outperform market-cap weighed indices by 2-4%. Aberdeen Standard Investments' quant investment strategies team developed the ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
Latest research from digital consultant Capgemini shows Australia's high-net-worth individual (HNWI) population is growing, with more than 20,000 Aussies joining the fold in 2017. According to Capgemini's 2018 World Wealth Report, Australia's HNWI population ...

CommInsure, OnePath enhance digital experience

JAMIE WILLIAMSON  |  WEDNESDAY, 11 APR 2018
Applying for life insurance and making claims is now much easier for financial advisers and customers of CommInsure and OnePath. CommInsure is the latest to partner with underwriting rules engine UnderwriteMe. Through the partnership, the complexity ...

Industry fund transformation sees rebrand

HARRISON WORLEY  |  WEDNESDAY, 4 APR 2018
One of Australia's largest industry superannuation funds has rebranded as part of its renewed focus on customer service. REST Industry Super will rebrand to Rest with a new visual identity and logo. Interim chief executive Andrew Howard said the change ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
In its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...