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Showing 1 - 10 of 700 results for "Evolve"

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... consulting firm. "While we provide a range of comprehensive investment consulting services, every client has unique needs which evolve and we pride ourselves on delivering a genuine tailored offer to meet the current and future goals of each client," ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

BlackRock to launch new ETF

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
BlackRock Australia has announced it will launch the iShares MSCI Emerging Markets ex China ETF (ASX: EMXC) with a management fee of 0.25%. BlackRock said the launch of EMXC furthers its commitment to expand its local iShares product suite, providing ...

Budget 2024: Change to foreign investment rules

ELIZA BAVIN  |  TUESDAY, 14 MAY 2024
... key role to play in the Australian economy but only if it's in the national interest. "We are ensuring our framework can evolve to respond to the changing global and economic environment we face," he said. "National security threats are increasing due ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
The Financial Services Council (FSC) continues to expand into financial advice by taking on a digital advice association that flagged its formation one year ago. The Digital Advice Expert Group is now part of the FSC, founded by moneyGPS chief executive ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software and service offerings, empowering them to deliver an exceptional experience for their advisers and clients." ...

Link shareholders approve takeover

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... forces with MUFG would be very beneficial for their clients and employees. "Their long-term investment horizon will further evolve out service proposition, bolster our growth strategy, and open up significant opportunities for our businesses," Bhatia ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
Professional and business development managers are growing increasingly dissatisfied in their current roles as many flagged their exit over the next three years, a new survey finds. A comprehensive analysis of professional development managers (PDM) ...

Realindex Investments marks 15 years with rebrand

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Realindex Investments is rebranding to better position for long-term global growth. Going forward, the First Sentier Investors manager will be known as RQI Investors and have a new logo and visual identity. Chief executive Andrew Francis said the new ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
GBST has enhanced its WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider ...
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