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Showing 1081 - 1090 of 1277 results for "AFS"

Praemium SMARTwrap signs AFS

NEWS RELEASE  |  TUESDAY, 7 SEP 2010
... that its SMARTwrap platform has won its first approval from a national dealer group - Australian Financial Services group (AFS), barely a month after launching. Based on Praemium's V-Wrap technology, the technology provider claims Praemium SMARTwrap ...

AFA launches FOFA Working Group

ELISE BURGESS  |  MONDAY, 30 AUG 2010
... insurance. Pierre Kraft, Managing Director of AON Advice and Peter Daly, Managing Director of Australian Financial Services (AFS) have been appointed co-chairs of the Working Group. In June, Klipin stated that the longer consultation period set by the ...

ETFs tough to white label

MICHAEL HOBBS  |  WEDNESDAY, 7 JUL 2010
Following the rising interest in Exchange Traded Funds (ETFs) in Australia, some financial planning groups are considering having their own branded ETFs - but that could be hard to do in practice due to structural issues, according to one ETF expert. ...

Civic joins Financial Index Australia

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
With succession planning an issue among advisers, Civic Financial Planning has merged with Financial Index Australia to ensure the firm's handover is transitioned smoothly when its principal planners retire. Canberra-based Civic Financial Planning ...

LUCRF rolls out financial advice

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
LUCRF Super has launched a new financial advice service, following ASIC approval to extend authorisation of the fund's Australian Financial Services Licence (AFSL). ASIC approved the change to LUCRF Super's licence on 19 May, enabling the fund to give ...

AFS deal raises Asian opportunities

MICHELLE BALTAZAR  |  FRIDAY, 7 MAY 2010
Dealer group Australian Financial Services Group (AFS) remains mum on the identity of its potential buyer but said the deal could potentially open up its financial planners to clients and products outside Australia, particularly in the broader Asian ...

AFS considers sale offer

AFS RELEASE  |  THURSDAY, 29 APR 2010
The Australian Financial Services Group Ltd (AFS Group) has received an incomplete offer from an undisclosed buyer to buy all of the issued shares in the company. AFS chair Barry Stephen said that while the group remains committed to the planned IPO ...

ASIC targets alleged Ponzi scheme

ASIC RELEASE  |  WEDNESDAY, 14 APR 2010
ASIC has obtained court orders freezing $14.6 million in assets of four men from Victoria and Western Australia, due to concerns about the possible operation of a Ponzi-style scheme. The orders are against Peter van de Steeg, Jonathan Ezzy, Peter Berlowitz ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... BGL Corporate Solutions have teamed up to develop a unified managed account (UMA) for Australian Financial Services Group (AFS) advisers. Both companies plan to white label the product to other financial advice dealer groups. The service, UMA Select ...

Director charged in Westpoint case

ASIC RELEASE  |  MONDAY, 29 MAR 2010
... his company, Lancer Group, in carrying on a financial services business without holding an Australian financial services (AFS) licence. As a result of his conviction, Silver is also automatically disqualified from managing corporations for five years. ...