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Showing 1961 - 1970 of 2509 results for "platforms"

Securitor signs up merged planning group

MATT WOODINGTON  |  TUESDAY, 5 JUL 2011
... Wong, has a range of experience including running family office strategic services, direct equities, funds management, platforms and insurance. Williams has over 25 years of experience advising high net worth (HNW) and ultra-HNW clients and was a founder ...

SimpleWRAP launches $1500 platform pricing

ELISE BURGESS  |  THURSDAY, 30 JUN 2011
... based on funds under advice was a successful and historical approach, it had become outdated. "We understand why other platforms charge the way they do, but if we look at it in the purest sense, why does a client that has $200,000 get charged say $1500 ...

CFS super deposit taps demand, relieves wholesale reliance

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
... per cent. It is a term deposit, with terms fixed for six years. It is offered through the FirstChoice and FirstWrap platforms, both directly and through investment advisers Graham Hand, Colonial First State's general manager of funding and alliances ...

Macq expands retail sectors with new appt

ELISE BURGESS  |  MONDAY, 20 JUN 2011
... the intermediary, advised, direct and business banking sectors with plans to further cement its position in the wrap platforms space. Paul Heath joins the group in the head role and will be responsible for driving client relations, research outcomes ...

BBY expands with Stonebridge acquistion

RACHEL DAVIS  |  TUESDAY, 14 JUN 2011
... has signed a sale and purchase agreement to acquire the StoneBridge Private Client Adviser network, staff and product platforms. The StoneBridge Group is a boutique investment firm with over 15 years experience in the Australian public and private markets ...

ASIC forces iPlan to hire compliance expert

MATT WOODINGTON  |  THURSDAY, 9 JUN 2011
... Australian financial services (AFS) licence after it unearthed a conflict of interest relating to the use of investment platforms. Under the terms of its revised licence iPlan must appoint an independent compliance expert to review how it manages conflicts ...

Financial PDS' 'Shortened'

RACHEL DAVIS  |  THURSDAY, 9 JUN 2011
... reforms, which will improve the quality of financial advice provided to Australian investors," Shorten said. Importantly, platforms, multi-funds and pure risk products are exempt from the new, shorter PDS requirements. Financial professionals are free ...

Praemium V-Wrap platform goes mobile

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... phones, including the ability to order equities ion the market, after the firm asked planners what they wanted from their platforms. "V-Wrap Mobile will make it so much easier for both advisers and their clients to access portfolio summary and market ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
... really think it's OK not to see people for 10 years and still charge for advice?" she said. McKeage said major banks and platforms had worn a path down to Canberra to get their views heard and that consumers had been lost. "For really good financial ...

MLC hands planners client engagement tool

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
... had connected to My Client Leads with 137,000 leads sent to advisers. The tool is available to advisers that use MLC platforms and insurance, flagging trigger events such as change of name or address, withdrawal of super funds, lack of insurance cover ...