From the Source

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Sydney fintech Ignition dominates global Banking Technology Awards shortlists

Ignition Advice has remarkably achieved three finalist places in the global Banking Technology Awards. The innovative partnership between Ignition Advice and Bank of Ireland has earned a place as a finalist in the global category of Best Fintech Partnership amongst an exciting field including Barclays Bank, Lloyds Bank and Santander. Ignition monopolises the shortlist for […]

29 Nov 2019

State Street appoints head of Sector Solutions, Australia and Southeast Asia

From State Street

State Street Corporation is pleased to announce the appointment of Cara Brosnan as Head of Sector Solutions, Australia and Southeast Asia with immediate effect. In this newly created role, which will be based in Sydney, Ms Brosnan will lead sales across all of State Street’s products and client sectors including asset managers, asset owners, insurance, […]

29 Nov 2019

Westpac appoints Board Financial Crime Committee and announces Promontory to undertake Financial Crime Program and Accountability Review

From Westpac Group

Westpac Group Chairman, Lindsay Maxsted yesterday announced that Promontory had been appointed to undertake the External Accountability and Financial Crime Program Review outlined in Westpac’s Response Plan. The review, commissioned by the newly appointed Westpac Board Financial Crime Committee, would commence immediately. “Westpac is determined to urgently address the issues that have given rise to […]

29 Nov 2019

Perpetual acquires Priority Life, strengthening its risk advisory capability for private clients

From Perpetual Private Clients - Capital 360

Perpetual Limited (Perpetual) has announced the acquisition of Priority Life, a Melbourne-based specialist risk advisory business with a strong focus on medical practitioners, professionals and business owners. Commenting on the acquisition, Mark Smith, Group Executive for Perpetual Private, said: “This acquisition demonstrates our commitment to growing our private client business through strengthening our proposition to […]

28 Nov 2019

SalesPreso integrates with Xplan to release automated Statement of Advice platform

From SalesPreso

Data-driven presentation platform, SalesPreso has announced the launch of a specialised wealth-management solution aiming to accelerate and automate compliant advice across the financial planning sector. Leveraging an integration with Iress Xplan, SalesPreso will enable a fully automated, data-driven digital Statement Of Advice (SOA) creation process, all the way through to integrated digital signing and compliant […]

28 Nov 2019

Valuation focus needed in 2020

From Lazard Asset Management

Global equity markets in 2019 have been characterised by a late cycle rally, with extraordinary low monetary policy fueling investor demand for risk assets, most notably in momentum and growth equities, says Lazard Asset Management’s Warryn Robertson. Mr Robertson who is a portfolio manager on Lazard’s Global Equity Franchise Team says that despite this, historically […]

28 Nov 2019

Westpac Board announces CEO and Board changes

From Westpac Group

Westpac Group Chairman Lindsay Maxsted yesterday announced a number of executive and Board changes in the wake of the AUSTRAC Statement of Claim. Group Chief Executive Officer (CEO), Brian Hartzer will be stepping down as CEO with current Chief Financial Officer (CFO), Peter King taking over as acting CEO, effective Monday 2 December. Current Chief […]

27 Nov 2019

CPD: Retirees abroad and the Age Pension

From UniSuper

Les and Lynne are both aged 67; they retired one year ago and have been receiving a portion of their Age Pension from Centrelink to supplement their income. Les and Lyn are enjoying retirement! In January 2020, they will head overseas for about 12 months to travel the world. While they’re away, they will rent […]

26 Nov 2019

Perpetual and Seer Data & Analytics partner to advance data for social good

From Perpetual

Perpetual is pleased to announce a partnership with Seer Data & Analytics (Seer), a start-up technology company working with not-for-profits (NFP), social sector organisations and government agencies. Perpetual’s General Manager of Community & Social Investment, Caitriona Fay, said “As the administer of the IMPACT Philanthropy Application Program, one of Australia’s largest philanthropic grant-making programs supporting […]

26 Nov 2019

Local Government Super appoints Chief Executive Officer

From LG Super

The Local Government Super (LGS) Board has announced the appointment of Phil Stockwell as Chief Executive Officer. Mr Stockwell takes up the role from the 26th of November 2019. His appointment follows an extensive executive search. Commenting on the appointment LGS Chair Kyle Loades said, “Phil’s strategy, leadership and operational experience in financial services organisations in times […]

26 Nov 2019