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Showing 161 - 170 of 228 results for "Synchron"

Risk reforms ignore key adviser concerns

ALEX BURKE  |  THURSDAY, 25 JUN 2015
... that the industry-led risk reforms package ignores the problem of vertical integration and client-driven policy churn. Synchron director Don Trapnell told Financial Standard that the reform improved on the initial Trowbridge report, but it failed to ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

Don't blame "churning" on advisers: Synchron

LAURA MILLAN  |  MONDAY, 20 APR 2015
Risk advice dealer group Synchron has asked industry stakeholders not to blame "churning" of life insurance policies only on advisers and demanded that insurers improve product design. Synchron noted that in the United Kingdom and in South Africa, "companies ...

BMR integrates Xero SMSF practice management software

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
BMR Corporate Solutions has successfully integrated Xero's Practice Manager software for SMSF administration. This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
... than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk products continue to be linked together as financial planning products ...

Independent dealer groups eye Genesys practices

LAURA MILLAN  |  TUESDAY, 25 NOV 2014
... professional practices questioning the value of being part of that," De Zwart said. Independently-owned dealer group Synchron highlighted the problem as well, although it did not refer directly to Genesys. "We now have, embodied in legislation, the Hotel ...

Bitcoin exchange goes live

JAMES FERNYHOUGH  |  TUESDAY, 21 OCT 2014
Bitcoin enthusiasts who want to trade the controversial cryptocurrency in a formal setting can now do so, with the launch of Independent Reserve's Bitcoin exchange. The exchange, which is based in Sydney, goes live today. Independent Reserve chief executive ...

ASIC bans former Synchron adviser

STAFF WRITER  |  TUESDAY, 23 SEP 2014
The Australian Securities and Investments Commission (ASIC) has banned a former Synchron financial adviser from providing financial services for five years for failing to provide Statements of Advice (SOAs). Michael Richard Irwin, a Rockhampton-based ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... 200 advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow Brick Road. The same ...

AMP's ipac Financial Planning wins group of the year award

LAURA MILLAN  |  WEDNESDAY, 30 APR 2014
... financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. The ratings include seven benchmark categories: assurances, compliance, quality, understanding ...