Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 121 - 130 of 199 results for "IFA"

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 ...

SFG appoints head of B2B business

MARK SMITH  |  THURSDAY, 25 OCT 2012
... the wealth management and financial services industry, and joins SFG Australia from AMP where he was director of corporate & IFA distribution for a number of years. Prior to AMP, Powell worked for ING Australia as executive director of sales and marketing ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
... significant choice to advisers," said Cormac Heffernan, chief executive officer, Powerwrap Limited. To date, Heffernan said that IFA's have basically been told you can either have choice or if you want to have a cheaper one we cut down the platform so ...

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
Macquarie has renamed its financial planning software for independent advisers Visor, following last week's sale of the COIN business to Rubik. The sale saw the business divided into two software offerings. While Rubik Financial will service the institutional ...