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Showing 121 - 130 of 202 results for "IFA"

Niche super funds cooperate to avoid merging

JAMES FERNYHOUGH  |  FRIDAY, 8 NOV 2013
As compliance costs for super funds skyrocket, small super funds are cooperating to find ways of achieving scale without having to merge, according to IFAA trustee services manager Michael Corcoran. Corcoran, who provides secretariat and advisory services ...

BT's stranglehold on platforms weakens

JAMES FERNYHOUGH  |  MONDAY, 4 NOV 2013

Suncorp Life set for overhaul after 76% profit plunge

LAURA MILLAN  |  THURSDAY, 22 AUG 2013
... to sales through the advice channel and, at the same time, it will create "a sustainable advice business, having addressed IFA remuneration and product complexity." It intends to deliver double-digit returns on capital by changing the business mix, the ...

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... technology firm's advice tools had been used by major superannuation funds, but the company has now packaged the software into an IFA-friendly format. Cameron O'Sullivan, chief executive of Provisio, said free access will allow many advisers to use optimised ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
Technology provider Rubik Financial has entered into a non-binding term sheet with Revex Solutions that contains an option for COIN to acquire Revex and a four year exclusive reseller agreement with Revex. Both parties have agreed to negotiate on an ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... Desktop) from Macquarie's Banking and Financial Services Group. "The acquisition of Visor broadens Rubik's presence into the IFA market, complements the recently announced acquisition of Provisio and means that Rubik is the sole provider of COIN based ...

'Product agnostic' netwealth announces record growth

JAMES FERNYHOUGH  |  THURSDAY, 16 MAY 2013

Paradice debuts fund for retail investors

LAURA MILLAN  |  TUESDAY, 2 APR 2013
... Investment Management has launched its first fund for retail investors, which will be offered through Westpac's advice and IFA channels and available through the BT and Asgard Wrap platforms. The Paradice Global Small Mid Cap Fund has appointed Equity ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... developed a hosted platform for the provision of scaled advice for both the institutional and independent financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen its position in the scaled wealth advice technology market and says ...

Fin planners more upbeat over reforms: Zurich

BEN COLLINS  |  THURSDAY, 24 JAN 2013
... life risk market. The insurance provider's index is based on responses from 213 Australian Independent Financial Advisers (IFA), collected during December last year. The results are consistent with further findings from the same survey that approximately ...