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Showing 1201 - 1210 of 2882 results for "Network"

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through its adviser network to assist in advisers' efforts to improve clients' financial literacy and spending habits. MoneySoft account managers will ...

Shadforth grows Queensland presence

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2017
... advice firm to further strengthen wealth management capabilities. The Lyndhurst Family Advisory joins the Shadforth advice network, employing a holistic approach to managing both the emotional and financial wellbeing of clients. Lyndhurst caters to family ...

Asset managers must overhaul operating model: Study

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2017
Asset managers are finding it tough to achieve growth as a result of investors demanding better portfolio diversification and value for money. That is the view of about two-thirds of 500 global institutional investors highlighted in a State Street study ...

Easton to acquire $1.7bn advice group

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Listed wealth firm Easton Investments is in talks to acquire a financial planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

Super funds fight for financial inclusion

EMMA RAPAPORT  |  FRIDAY, 23 JUN 2017
... VicSuper chief executive Michael Dundon said. "We are looking forward to collaborating with the great minds in the FIAP network to drive meaningful outcomes in the areas of financial wellbeing, literacy and inclusion." As part of its efforts, HESTA is ...

JB Financial enters buyout mode

ALEX BURKE  |  FRIDAY, 23 JUN 2017
... expect to continue to grow this business organically and through acquisition. RSM has a very large nationwide contractor network over 1500 strong, which provides a significant competitive advantage," JB Financial chief executive Stuart McAuliffe said. ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
A wealth management and chartered accountancy firm is about to list on the ASX following an initial public offering of 7.3 million shares at $1 per share. Kelly+Partners (ASX: KPG) was established in 2006, currently operates 12 offices in Sydney and ...

Agriculture high on industry fund agenda

DARREN SNYDER  |  WEDNESDAY, 14 JUN 2017
Australian superannuation funds could take the country's agriculture sector to the next level in global competitiveness but they will need help in doing so. Industry Super Australia has published a discussion paper that responds to calls for the $2 ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
Financial advisers in the Centrepoint Alliance network will benefit from a new partnership delivering virtual workspaces. Through integration with Suitebox, advisers will enjoy video conferencing and digital document signing as well as highly secure ...