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Showing 141 - 150 of 382 results for "Portal"

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
... self-licensed businesses," he said. "We are already making significant investments including the introduction of online adviser portal Centrepoint Connect and the development of AI-enabled practice management tool Centrepoint Adviser Intelligence." The ...

Open banking accreditation now open

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
... "to create a trusted data environment where encrypted data is only shared between approved participants; and to provide a portal where businesses can apply to be accredited". ACCC commissioner Sarah Court said the launch of the platform was the first ...

Pendal awards registry mandate

KANIKA SOOD  |  MONDAY, 18 MAY 2020
... exciting development for us and will provide investors with access to Boardroom's intuitive and easy-to-use online investor portal, alongside the added ability to apply for units in the Regal Funds via an online application tool," Regal said in its monthly ...

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... delivered online with the learning materials, video case studies and assessment all available via the Standards International portal. At this stage, it is estimated the course and designation will be available for around AUD$1355 (£697.) For those completing ...

Advisers adapt as crisis unfolds

ALLY SELBY  |  MONDAY, 20 APR 2020
... have lost their jobs, or are experiencing financial distress or cashflow issues." The firm has introduced an informative portal to assist advisers during this period. "We are taking a number of proactive steps to provide additional support, including ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... one of the coolest pieces of tech we use is called FileInvite." This software provides Brady's clients with a secure portal to upload all their required documentation, while her team can see what the client has filled out, any notes they have made ...

Zenith boosts Mosaic offering

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
Zenith Investment Partners has unveiled the latest major update to its flagship research portal Zenith Mosaic, allowing financial advisers to compare investment products side-by-side. Zenith has rolled out an update to Zenith Mosaic which enables the ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
... Ohanessian said that 2019 was a "transformational" year for the company. An upgrade to its managed accounts platform and digital portal for financial advisers were touted by Ohanessian as highlights. "I want to draw particular attention to an important ...

SMSFA slams limited licensing

HARRISON WORLEY  |  THURSDAY, 9 JAN 2020
... consumers," Maroney said. Additionally, the association's submission is calling for the ATO to allow greater access to its portal for licensed advisers, who currently have no means for accessing ATO portal information directly from the tax office. "Currently ...

Wealth manager launches new platform

ELIZA BAVIN  |  THURSDAY, 12 DEC 2019
... through modern digital platforms. Online services will be provided through a digital funds administration and registry portal powered by Link Group, which allows investors to make contribution and redemption requests, update their personal contact details ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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