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Showing 171 - 180 of 1246 results for "Easy"

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
Scientiam has partnered with DASH Technology Group to launch a transition service that assists advisers in getting their C and D clients out of underperforming funds. The Scientiam Transition Service, available at no cost until the end of the year ...

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... Group, which offers improved systems, flexibility, and online transactions. Fidante global head John Burke said customers want easy, anytime access to funds and related information through efficient digital channels. "Our new investor portals are self-service ...

Mirvac Group chair, chief executive step down

CASSANDRA BALDINI  |  TUESDAY, 11 OCT 2022
... she will continue to achieve great things," he said. Commenting on her own departure, Lloyd-Hurwitz said it wasn't an easy decision. "It has been rewarding and humbling to lead Mirvac for the past 10 years, there is so much for us to be proud of ...

Ray Dalio bows out of Bridgewater

CASSANDRA BALDINI  |  WEDNESDAY, 5 OCT 2022
... explained Dalio stepped back from management in 2017 to mentor the up-and-coming leaders but overall, the transition wasn't easy. "We didn't always agree, but together, we've now finished something that very few firms or founders have accomplished. ...

BGL automates crypto trading

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... cryptocurrency transactions." Lesh explained the integration with digital currency exchange platform, Digital Surge will make it easy for clients to trade cryptocurrency. "Instead of manually uploading the data into our software, BGL clients can now ...

New ethical investing app has launched

CASSANDRA BALDINI  |  MONDAY, 26 SEP 2022
... Newell and Geoffrey Zabell developed Kwala with a mission to make ethical investing accessible, simple to use, affordable and easy to understand. Cache Investment Management is the manager and administrator of the Kwala Fund and MCS Trustees is responsible ...

BFID no hindrance to helping vulnerable members: Panel

CHLOE WALKER  |  WEDNESDAY, 7 SEP 2022
... the super sector is pretty good at focusing on risk, more needs to be done around identifying vulnerability. "It's not easy, but we do have to think about the way we engage," she said. "First, best financial interest duty means that you need to look ...

eToro launches local stocks portfolio

CHLOE WALKER  |  FRIDAY, 2 SEP 2022
... Tinto, and Origin Energy. Commenting on the launch, eToro market analyst Josh Gilbert said the new portfolio provides an easy way for Australian retail investors to get exposure to their leading, home-grown companies. "We know that Aussie investors have ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... we are continuously innovating our software so our clients can provide better financial outcomes," he said. "MultiGoal's easy-to-use interface stands out for its simplicity and its ability to be used in front of clients to show the impact of different ...

Legalsuper launches new member portal

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... MemberAccess platform delivers on legalsuper's commitment to provide members with "the best online experience possible", with easy to navigate information, tailored offerings, communications and services, all via a simple content management system. ...