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Showing 1551 - 1560 of 3302 results for "Via"

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
... The $4.3 billion fund administrator said it would use Acurity Online to allow its 700,000PNG members access fund information via an online member portal and mobile app.

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

ASIC provides guidance on Asia Funds Passport

KARREN VERGARA  |  WEDNESDAY, 1 AUG 2018
... fund" or in other words a participant that qualifies for the regime. The regulatory guides also set out to protect investors via supervising and regulating offerings and applying host economy laws in certain areas. Minister for Revenue and Financial ...

Former Arnhem executive takes new role

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... In June, Ellerston Capital became a signatory to the UN's Principles for Responsible Investing. It also invested $4 million via its ventures fund in Genero, a video production marketplace looking to expand in the US market. Ellerston Capital is owned ...

FASEA bumps adviser CPD to 50 hours

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUL 2018
... related degree pathway will apply. If it's considered not related then the adviser will be required to meet the standards via the unrelated degree pathway. To assist advisers with overseas qualifications in future, FASEA will maintain a database of relevant ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... menu was driven by strong adviser demand. "Our new, revitalised investment bond menu provides more choice and diversification via a range of fund managers, asset classes and risk profiles. Our focus is to offer a broad and well diversified investment ...

CPA Australia scraps advice offering

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
CPA Australia is dropping its financial advice offering after a review determined it was not financially viable. CPA Australia Advice notified its existing authorised representatives and staff on Friday of its intention to shutter, saying it will assist ...

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... customers to BTFG's flagship investment platform will now automatically access BT Panorama Investments and BT Panorama Super via a new asset-based administration fee of 0.15% per annum across their assets, which is capped at $1 million. An additional ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... interacting with their clients and running their businesses more efficient," Sagaram said. "The ability to obtain consent real-time via the platform can save time, provides an electronic record of consent and assists advisers in providing timely advice ...

AMP dumps Horizons program

JAMIE WILLIAMSON  |  FRIDAY, 20 JUL 2018
... course designed to meet the evolving needs of advisers, advice practice staff and clients. With consumers now accessing advice via a range of channels, Adviser Pathways aims to educate participants in different methods of advice delivery, including face-to-face ...