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Showing 1001 - 1010 of 2027 results for "Application"

Focus Financial looking for more local partners

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
Having announced their first Australian investment last week, Focus Financial Partners is hoping to partner with more Australian firms who are looking for a partner rather than just an investor. Raijini Kodialam, co-founder and managing director of ...

Banned former CBA planner charged with forgery

MARK SMITH  |  TUESDAY, 17 MAY 2016
A banned former Commonwealth Financial Planning adviser has been charged for forging client documents. Following an ASIC investigation, Gold Coast man Ricky David Gillespie, 38, has appeared in the Southport Magistrates Court on one rolled-up charge ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... the winners announced at the AFA National Adviser Conference, in Canberra on 7 October. More information, including application forms, can be found at the AFA's Adviser of the Year website.

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
The Investment Trends 2015 Planning Software Report has named XPLAN as the top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third ...

SMSFA collaborates for education program

KERRIE SYDEE  |  WEDNESDAY, 20 APR 2016
... Commenting on the collaboration SMSF Association head of education Liz Ward said: "The focus will be the practical application of the knowledge they acquire from the qualification, and we are confident it will enhance not only their skill base but be ...

Aussie agtech the focus for US fund

DARREN SNYDER  |  THURSDAY, 14 APR 2016
... invested in plant science company ZeaKal, personalised nutrition app Shopwell, and CropX - a cloud-based software application that is considered as an advanced adaptive irrigation service and was also recently backed by Robert Bosch Venture Capital GmbH ...

Former AFA director joins myonlineadvisers

KERRIE SYDEE  |  WEDNESDAY, 13 APR 2016
Myonlineadvisers has partnered with former director and national GenXT chair of the Association of Financial Advisers (AFA), Fraser Jack, in a move to expand the boutique licensee. Partnering with founder James Sutherland, Jack will work nationally ...

Pengana absolute return fund shifts to daily pricing

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
Australian funds management group, Pengana has announced that its Pengana Absolute Return Asia Pacific Fund (PARAPF) has moved to daily pricing. The move brings the fund's pricing, and processing of applications and redemptions in line with the rest ...

HSBC joins mFund service

DARREN SNYDER  |  MONDAY, 4 APR 2016
HSBC's online share trading platform has joined the Australian Securities Exchange's (ASX) mFund settlement service. The ASX said today's announcement brings the number of mFund distribution partners to 18, and there are now 22 mFund issuers or responsible ...