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Showing 1041 - 1050 of 2598 results for "SMS"

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
A former Magnitude Group financial adviser was banned by ASIC for breaching the best interest duty introduced under the Future of Financial Advice reforms. Jason Sean Atkins of Perth is prohibited from providing financial advice for three years after ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
A managed accounts provider is entering the realm of superannuation products, providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
The SMSF Association will establish a 'policy think tank' to provide thought leadership for the retirement savings market on financial and non-financial issues. The Global Centre of Excellence for Retirement Savings will be based in Adelaide and will ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... the transaction and will need to authorise payments via a two-step verification process. Clients receive a secure code via SMS, which is then verbally provided to the adviser who enters it as an authorisation code to complete the payment. A confirmation ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
Two boutique self-managed super fund service providers have joined forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
Countplus merged two member firms and sold three others following its strategic review which also led to the group not paying a dividend for the June 30 quarter. The firms being sold, Countplus explained, generated an aggregate operating loss of about ...

Super funds renew custody contracts with State Street

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
Two superannuation funds with a combined $9 billion in assets under management have reappointed State Street to provide custody and asset services. NGS Super has re-signed with State Street for an additional three years, while Christian Super has also ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial ...

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
Super reforms have helped propel the demand for self-managed super fund software in the last financial year, according to Class Super. Class' SMSF market share surged to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in ...