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Showing 131 - 140 of 211 results for "Fin365"

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
Homegrown tech firm OneVue casts its net overseas after wrapping up a deal to buy 50 per cent of Hong Kong-based wealth management platform provider, WealthCraft. The two organisations worked together to launch WealthCraft Pension Administration Service ...

Netwealth appoints Fin Simplicity

COMPANY RELEASE  |  FRIDAY, 21 AUG 2009
Investment platform firm, netwealth has teamed up with Financial Simplicity to provide model portfolio and managed account technology on the platform. Stuart Holdsworth, managing director at Financial Simplicity, said netwealth has taken a lead position ...

Fin services shines in Telstra Awards

COMPANY RELEASE  |  THURSDAY, 6 AUG 2009
Financial Management Solutions, Aspire Retire Financial Services and Addwealth were named state winners in the annual Telstra Business Awards. New South Wales-based Financial Management Solutions and West Australian-based Addwealth won the Sensis Social ...

Smartphones and 3Gs boost fin services

COMPANY RELEASE  |  WEDNESDAY, 22 JUL 2009
Move over PC internet banking - the battle for more online financial services usage is now between 'apps' and browsers among smartphones and 3G users. A new survey called Mobile Financial Services: The Market Today & Opportunities for Tomorrow by comScore ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
More than 250,000 SMSFs can now more easily access SMAs after OneVue scored a major deal with BGL Financial Services. The white-labelled product will be known as SMSF Invest, and will be distributed by SMSF software provider BGL Corporate Solutions. ...

Berry Fin Services ready for next growth phase

MICHAEL HOBBS  |  MONDAY, 13 JUL 2009
Berry Financial Services managing director and FPA chair, Julie Berry, said ComCorp's 40 per cent stake gives her company more firepower to grow its client base, particularly in the credit union sector. MMC Contrarian subsidiary, ComCorp Financial Advice ...

Fin services back associations

MICHAEL HOBBS  |  MONDAY, 6 JUL 2009
Financial services institutions and professionals continue to throw their support behind associations and industry bodies such as the FPA, ASFA and SPAA despite pressure to cut costs. The Financial Planning Association (FPA), Association of Superannuation ...

Ambassador gains $2.5bn

MICHELLE BALTAZAR  |  TUESDAY, 30 JUN 2009
From a standing start four years ago, third party funds marketing and services group Ambassador now represents $2.5 billion of funds - proof that a financial crisis can slow but not stop institutional demand for high quality investment managers. Richard ...

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
The latest Lifeplan ICFS Financial Advice Satisfaction Index fell 4.3 per cent in the last six months, with financial planning clients unevenly split between those who are likely to stick with their planner and those that are more vulnerable to cutting ...

Fin services firms eye green IT

PRESS RELEASE  |  WEDNESDAY, 3 JUN 2009
Financial services firms may become more sustainable after a study found around nine in 10 senior IT executives are talking about adopting a green IT strategy. A green IT strategy is designed to make a firm's computing resources more efficient by using ...