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Showing 131 - 140 of 1452 results for "Software"

Smart default fund to boost retirement incomes

CHLOE WALKER | MONDAY, 10 JAN 2022

... dumping all members in the same investment option for life should be over," he said. The 'Smart Default' fund uses a SAAS (software-as-a-service) solution to automatically tailor the existing investment options of superannuation funds to a member's own ...

Midwinter hires advice sales lead

KARREN VERGARA | MONDAY, 10 JAN 2022

... created challenges for advisers and licensees, but also makes it an exciting time to be working in advice technology. Software can add substantial value to an advice business and is something that becomes an integral part of its processes; therefore ...

Link agrees to $3bn takeover

KARREN VERGARA | THURSDAY, 23 DEC 2021

A North American software provider is set to acquire Link Group for $2.9 billion, ousting private equity firm Carlyle Group in the bidding process. Dye & Durham is willing to pay $5.50 for every Link share in exchange for acquiring 100% of the ASX-listed ...

HESTA launches Future Planner tool

CHLOE WALKER | WEDNESDAY, 15 DEC 2021

... collaboration across its partner network. Long-time partner, strategic design and innovation company AKQA and advice software technology experts Iress were involved.

ASIC bolsters leadership

JAMIE WILLIAMSON | TUESDAY, 14 DEC 2021

... effectiveness. Joining in January as executive director, operations will be Zak Hammer. She is currently a director at Inform Software and previously spent nearly two decades at Qantas in a range of senior roles including head of business technology ...

CFS targets adviser market

KARREN VERGARA | THURSDAY, 2 DEC 2021

... technological and operational spend as CFS works to integrate with external financial planning, accounting and other software. "We know that advisers use a plethora of software solutions, and we think there's a huge opportunity to integrate seamlessly ...

Morningstar appoints head of business development

CHLOE WALKER | THURSDAY, 25 NOV 2021

... Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research and software solutions. He replaces Phil Winter, who is relocating back home to Chicago and will remain with Morningstar. Bryant has an ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR | WEDNESDAY, 24 NOV 2021

... static asset allocations will likely not be as effective going forward." The tool uses sophisticated cash flow management software in the background but has a simple interface advisers can walk clients through. Murphy said the tool uses a "dynamic decumulation ...

WealthO2 appoints to newly created role

CHLOE WALKER | WEDNESDAY, 24 NOV 2021

WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...

PADUA closes capital raise

ANNABELLE DICKSON | MONDAY, 22 NOV 2021

The financial advice software company completed a $9.8 million capital raising with significant input from institutional investors. Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate ...

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Qualitas scores $550m mandate

ELIZA BAVIN

Qualitas won the mandate from a new global institutional investor based in North America.

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN

ASIC has issued a reminder to the Australian Financial Services (AFS) licensees regarding the upcoming notification obligations related to the new experienced provider pathway.

Coller Capital hires former J.P. MAM executive

KARREN VERGARA

A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand.

Partners Group launches private infra fund

KARREN VERGARA

Partners Group will launch a new private markets fund for local high-net-worth investors.

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Paul Tynan

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I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.

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The end of free money

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Taking a gamble to steady the ship as chief executive of First Nations Foundation, Phil Usher has turned it into a more secure, self sustaining entity, far better equipped to empower First Nations people to achieve financial prosperity. Andrew McKean writes.

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