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Showing 131 - 140 of 177 results for "Intuit"

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

Read the rules, says ASIC

MARK SMITH  |  TUESDAY, 15 OCT 2013
ASIC deputy chairman Peter Kell reassured advisers at the AFA conference that the FoFA best interest duty is not as strict as people think. He reminded them to read the regulatory guidance before jumping to conclusions. "We're just over three months ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
After years of technology investment focused on developing infrastructure, banks and fund managers are pinning their hopes on better customer-centric IT solutions to gain market share. "Technology is going to be paramount for this industry," Colonial ...

Falling BRICs

BENJAMIN ONG  |  FRIDAY, 22 MAR 2013
Now wasn't that just classic entertainment? I doubt that even the best of the best comedic minds could come up with a farce such as the one the Australian Labor Party delivered for our viewing, hearing and reading pleasure yesterday. For after all the ...

Thank you, xie xie, arigato

BENJAMIN ONG  |  FRIDAY, 23 NOV 2012

Big data 'big headache' for super: J.P Morgan

MARK STORY  |  FRIDAY, 12 OCT 2012
Understanding the likely impact of "big data" is rapidly becoming a key differentiator for Australian super funds and other large financial institutions vying for customers, according to J.P Morgan. The asset servicing firm argues that those funds truly ...

BlackRock to focus on model-based fixed income inv

LINDA HAUSKEN  |  TUESDAY, 18 SEP 2012
Multinational fund manager BlackRock is increasingly focusing on a model-driven approach of fixed income investing for its clients in Australia and overseas, as it believes this is the method of the 21 st century. BlackRock describes model-based fixed ...

Altius: Role of fixed interest hazy

LINDA HAUSKEN  |  TUESDAY, 11 SEP 2012
Australian investors do not fully understand the role and benefits of fixed interest in a portfolio because of the statistical and complex nature of this asset class, according to an industry expert. There is increasing evidence that many investors ...

AUI stays with OneVue unit registry

ALEX DUNNIN  |  TUESDAY, 31 JUL 2012
Australian Unity Investments (AUI) has renewed its contract to use OneVue's unit registry system for the next five years. OneVue is an independently owned operator of unified managed accounts. It has been operating its unit registry business since 2001. ...

OneVue names chief executive

LINDA HAUSKEN  |  WEDNESDAY, 25 JUL 2012
Platform provider OneVue has appointed Mark Frost to the newly created position of chief executive of direct services. Frost has been in the wealth management industry for 20 years and was formerly a vice president and client relationship manager at ...