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Showing 1 - 10 of 14 results for "Envest"

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

Fintech hires in Australian expansion

ELIZABETH MCARTHUR  |  TUESDAY, 10 NOV 2020
A US-based fintech has appointed a head of international sales, who will be tasked with driving revenue growth in Australia and New Zealand. Jason O'Shaughnessy steps into the role at data aggregation and analytics for financial services provider Envestnet ...

Fintech appoints country head

ELIZABETH MCARTHUR  |  TUESDAY, 29 SEP 2020
Envestnet Yodlee has appointed Tim Poskitt as country manager for Australian and New Zealand operations. He was previously head of alternative finance and fintech at illion. Earlier in Poskitt's career he worked in global banking for HSBC and in corporate ...

Envestnet founder tragically killed

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
Founder and chief executive of Envestnet Jud Bergman has been tragically killed in a car accident alongside his wife, Hanover Hill Wealth Advisors founder Mary Miller. A former managing director of mutual funds at Nuveen Investments, Bergman founded ...

Former SMSF Association chief joins CEFC board

KARREN VERGARA  |  MONDAY, 8 JAN 2018
A former Self-Managed Superannuation Fund Association chief executive will join the Clean Energy Finance Corporation board on February 1. Minister for the Environment and Energy Josh Frydenberg and Minister for Finance Mathias Corman announced Andrea ...

New industry body to launch

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
... partnering in various ways is QBE, Macquarie Bank, MunichRe, TAS, EY, AUB Group, The Fold Legal, Stone & Chalk, Suncorp, IAG, Envest, RAC Insurance and Oliver Wyman. With its key objective being to identify and promote other Australian insurtech startups ...

QIC reorganises SA infrastructure business

ALEX BURKE  |  WEDNESDAY, 5 APR 2017
QIC made two key changes to the South Australian arm of its global infrastructure business. John Rickus will step down from his role as chair of Epic Energy South Australia, transitioning to a senior consultant for QIC Global Infrastructure. Laura Reed ...

Market wrap PM

AAP  |  FRIDAY, 9 MAY 2014
The Australian share market is trading lower, with a mixed performance on United States markets weighing on investor sentiment. CMC chief market strategist Michael McCarthy said enthusiasm on the local bourse was fading, including from institutional ...

Market Wrap - Morning

AAP  |  TUESDAY, 28 OCT 2008
The Australian share market is expected to open flat today after US stocks see-sawed overnight. Asian markets fell heavily yesterday. At 0706 AEDT, the December Share Price Index futures contract on the Sydney Futures Exchange was up two points at 3,793. ...

Market Wrap - Morning

AAP  |  THURSDAY, 1 NOV 2007
The Australian stock market is expected to open higher following a strong performance on Wall Street overnight, higher prices in base metals and in precious metals, and a new record high for oil in New York. At 0750 AEDT on the Sydney Futures Exchange ...
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