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Showing 961 - 970 of 1986 results for "Insight"

OnePath enhances OneView Life

HARRISON WORLEY  |  THURSDAY, 15 AUG 2019
OnePath has moved to enhance the abilities of financial advisers using its OneView Life client management portal. Advisers using OneView Life can now quote increases to their client's existing OneCare cover online, streamlining the service to ensure ...

RWC expands global equities team

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... approach that will help us deliver multi-year alpha to our clients." "Benjamin and Nathanial share this belief and their insight and experience will be invaluable as we continue to uncover those under researched and unloved companies." RWC Global Horizon ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA chief executive Philip Kewin said the award also promotes the broadening of choices available to Australians ...

Jane Hume to address AFA Conference

KRISTI CHENG  |  THURSDAY, 1 AUG 2019
The Assistant Minister for Superannuation, Financial Services and Financial Technology will address the Association of Financial Advisers' National Conference in Adelaide. AFA chief executive Philip Kewin said the AFA is delighted to welcome Senator ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
Financial advice practice broking firm Radar Results has appointed a new manager for the Queensland region. Susannah Hart is the new Queensland manager from today. She joined Radar Results in October 2018, working as a licensed business buyer's agent ...

Julie Bishop headlines AFA conference

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 JUL 2019
The Association of Financial Advisers (AFA) released the program for its annual conference - with former foreign affairs minister Julie Bishop presenting and a focus on wellness. The theme of the conference is "united" and the AFA said in a challenging ...

US bonds present ESG problem

ELIZABETH MCARTHUR  |  MONDAY, 15 JUL 2019
Schroders' global head of stewardship believes ESG-focused investors should exercise caution before investing in US corporate bonds. Schroders global head of stewardship Jessica Ground told a media briefing in Sydney recently that some US corporate ...

J.P. Morgan loses custody contract

KANIKA SOOD  |  FRIDAY, 12 JUL 2019
A $34 billion public sector fund has appointed a new custodian, ending a 19 year-long relationship with J.P. Morgan. Funds SA has selected Northern Trust as its custodian, after a long tender process. In September last year, Funds SA said it had invited ...

Advisers struggle with untapped SMSF market

KARREN VERGARA  |  FRIDAY, 12 JUL 2019
The demand for self-managed superannuation fund advice has stagnated over the last decade, while overall satisfaction with financial planners has declined to a seven-year low. This is according to Vanguard and Investment Trends' March 2019 SMSF Report ...

REI Super announces new partnership

ELIZABETH MCARTHUR  |  FRIDAY, 12 JUL 2019
... specific to user requirements across roles within the super fund. Laneway Analytics is a data analytics fintech with a data insight platform called Provident Lane and an AI-drive analytics portal. REI Super will complete the rollout of the Laneway Analytics ...