Search ResultsShowing 1 - 4 of 4 results for "Stephen Romic"
DomaCom, DFS establish $4.1m sub-fund
HARRISON WORLEY  |  THURSDAY, 8 NOV 2018
... to clients and advisers who utilise its portfolio services," Naoumidis said. According to DFS managing director Stephen Romic, accessing and managing mortgage assets was difficult prior to DomaCom's fractional model. "DFSPS and DomaCom have been ...
The future of advice fee structures
JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
... planning advice fees and portfolio performance. That is the view of DFS Portfolio Solutions, with principal Stephen Romic saying it is clear is that "bundling planning advice and product advice is the source of the embedded conflict that has ...
Knight Financial Advisors unveils new MDA service
MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... Financial also developed an enhanced investment and corporate governance framework. Independent consultant Stephen Romic, head of research at DFS Portfolio Solutions, has joined the group's investment committee to strengthen the decision ...
HUB24 increases FUM by half a billion dollars
CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... in managing our Model Portfolios and the scope of services, which we plan to extend to the IFA market," said Stephen Romic, head of DFS Portfolio Solutions. The groups cited HUB24's capability to enable dealer groups to evolve as a product ...
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