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Showing 1761 - 1770 of 3302 results for "Via"

Investment boutique adds global SMA

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... from users of separately managed accounts as a driving force behind the launch of the new PPM Global Growth SMA. Available via Powerwrap, the Global Growth Model is a concentrated portfolio of up to 25 global stocks in developed markets - primarily the ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... named Encore, providing advisers with access to the collective capability of HUB24 and its subsidiary Agility Applications via an integrated desktop interface connecting platform and broker applications. The solution offers a holistic view of client ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... said that based on his own firm's analyis, about two million of these personal investment portfolios could be addressable via the Class Portfolio offering. Bungard believes the relevance and importance of Class Portfolio will increase as a result of ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... ANZ Financial Planning or Wealth Connect to move." IOOF will raise $450 million in an institutional placement, $100 million via a share purchase, and issue new debt facilities to fund the transaction. The transaction is expected to finalise in 12 months ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... Geldof highlighted China's ability in the first decade of this century to pull 400 million of its people out of extreme poverty via strong shifts in economic policy. "And what is the result of that? This vast, growing giant which had nothing to say to ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... start?', Bineham will be joined by FinFocus Consulting's Simon Micallef to discuss the increasing provision of general advice via digital solutions and where the threshold lies between general and personal advice. Bineham will provide a case ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... from the US, a digital marketing expert Jeremiah Desmarais discusses content marketing and how to boost client engagement via email. He also recommends LinkedIn and Facebook as platforms for marketing. 1.15pm - The last round of focus sessions. Financial ...

Praemium continues record inflow streak

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... billion. Praemium also announced that by the end of the year, its Australian separately-managed account platform will be enhanced via the addition of international securities in model portfolios. "The September quarter was a standout for Praemium. Inflows ...

Super funds partner to tackle the coal problem

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Two of Australia's largest superannuation funds have partnered to address investors' growing concerns about the long-term viability of the coal sector in Australia. Cbus and First State Super, working with the Investor Group on Climate Change (IGCC) ...