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Showing 91 - 100 of 334 results for %22Financial Service Brokers%22

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... culminated in the divestment of four aligned dealer groups, representing 717 advisers, to IOOF. Connect Financial Service Brokers chief executive Paul Tynan questioned the narrative of wealth executives transitioning to the "non-institutional world and ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... budgeting services creates additional value for advisers by giving them and their clients greater visibility of actual financial behaviour." "Those direct insights help advisers have deeper conversations with clients and be more highly responsive to ...

La Trobe Financial appoints client partnerships manager

ALEX BURKE  |  MONDAY, 5 FEB 2018
Following on from its acquisition by Blackstone, La Trobe Financial has appointed a new senior manager of client partnerships. Mark Simmons joins La Trobe Financial from Choice Home Loans, where he was a business development manager. Before that, he ...

CMC Markets hires head of sales trading

KARREN VERGARA  |  THURSDAY, 1 FEB 2018
... service provider GAIN Capital for a year as head of sales prior to rejoining CMC Markets. His 19 years' experience in the financial sector include the institutional and retail side of the CFD and FX markets; the last five years of his career has focused ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief executive Paul Tynan, saying older financial planners are facing regulatory and educational challenges that will only ...

OpenMarkets appoints executive, announces integration

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... OpenMarkets in the newly-created role, leaving Crestone Wealth Management where he served as head of operations and financial intermediaries. The appointment follows the announcement of a partnership between OpenMarkets and SelfWealth. Users of SelfWealth ...

Global fintech firm to launch in APAC

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
A global provider of networking and communications tools for financial markets will launch its flagship software platform in the Asia-Pacific market. IPC will launch Unigy 360, a software-as-a-service platform derived from the company's existing Unigy ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Listed mortgage broker joins forces with TAL

ALEX BURKE  |  MONDAY, 13 NOV 2017
... life insurance companies. With an extensive range of fully-underwritten products - equal to those accessed through a financial adviser - our clients can be confident that they are being looked after by the best in the industry." Lifebroker chief executive ...