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Showing 1801 - 1810 of 3302 results for "Via"

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
An undisclosed amount of capital via a private equity partnership will ensure further expansion of national advisory and wealth management firm Fitzpatricks Group. A capital funding partnership agreement with Quadrant Private Equity and Yorkway Capital ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... share ownership, the aptly named Portfolio Service provides advisers with access to a variety of investments and products via a state-of-the-art online portal. Designed for the fee-for-service environment, the service can be customised to support specific ...

Digital advice embraced by all ages: Decimal

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
Superannuation fund member engagement via Decimal's digital financial advice software increased 37% in the past year, latest quarterly statistics show. Decimal's digital insights report for the June quarter shows 2366 members in its superannuation client ...

Annuity sales soar as deferred products loom

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... last financial year and more money is expected to pour in as of next month when deferred lifetime annuities become available via FirstChoice and FirstWrap. Colonial First State general manager, product and investments Peter Chun said the firm is working ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
... managers," Vernon said. Alpha, which is a wholly-owned subsidiary of Infocus Wealth Management, has developed its Alpha Fund Series via investing in sector-specific multi-manager funds covering the following asset classes: large cap Australian equities ...

ASX flags imminent blockchain transition

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... management within mFund doubled over the course of the year to more than $370 million." The platform had 174 funds available via 18 brokers; it was successful in gaining ASIC's approval to quote long-form funds on its mFund settlement service. Among ...

ASIC links previously banned adviser to court proceedings

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
... corporate authorised representative Yes FP, to provide personal financial advice to retail clients referred to them by Yes FS, via the website yesfs.com.au. The original trial date of 2 October 2017 has been vacated and the matter set down for trial ...

Government names advice standards chief

ALEX BURKE  |  MONDAY, 14 AUG 2017
... outcomes for consumers." FASEA was unveiled in April and tasked with governing the standards of conduct in the advice sector via mandatory educational and training requirements, the development and setting of an industry exam and the creation of a Code ...

Ripoll to help victims of rogue advice

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... been established to help people recover losses, a certain level of skill is required to lodge and manage a successful case via FOS and not everyone can or wants to do that. "I am aware of just how devastating bad financial advice can be and want to be ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
AMP is ramping up its reinsurance strategy in an effort to release $500 million in capital from its life insurance business and curb volatile earnings in a "challenging industry." AMP chief executive Craig Meller today announced the company signed a ...