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Showing 91 - 100 of 199 results for "IFA"

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ...

Zurich hires head of digital

MARK SMITH  |  THURSDAY, 19 MAY 2016
... the chief architect of Zurich's market leading daily data feed solution. "Marc has a well-deserved reputation amongst the IFA community as a digital pioneer and fintech advocate, and we are excited to welcome him back," said Kewin.

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... Michael Heine told his guests how several industry trends have worked in favour of the business, including the growth of the IFA channel and their bigger competitors divesting or restructuring their wealth and advice businesses in recent years. To maintain ...

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
... Fiducian head of business development and distribution Jai Singh said it is now time for the firm to spread its wings into the IFA and SMA market "because we're confident they will benefit from our systems." Fiducian Group's funds under management, administration ...

Fraser Review compounds board independence impasse

DARREN SNYDER  |  WEDNESDAY, 9 MAR 2016
If no government is brave enough to mandate one-third independent directors on superannuation boards then funds should at least be accountable to members for their hires via an industry-wide governance code. This view is a key theme from responses to ...

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
... recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements because they are ...

Industry funds challenged by lack of in-house advice

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... found that the average number of members per planner for the top 5 industry funds is 36,810. "While this ignores supportive IFA networks, it does give a sense of the advice gap between industry and retail funds," the research said.

AIA builds team to focus on adviser distribution

LAURA MILLAN  |  WEDNESDAY, 23 SEP 2015
... development and operational roles for TAL. Lawrence joins from BT, where he worked as a business development officer in the IFA distribution team. Botha has been appointed senior client development manager in Western Australia. He was previously an adviser ...

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space. Speaking at the National Council of Small Business Australia Conference in Sydney, Tanzer noted that small businesses, with fewer than 20 employees ...