Search Results | Showing 1 - 10 of 42 results for %22Connect Financial Service Brokers%22 |
| | To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ... |
| | | ... will be established to determine the most effective method for discontinuing the service. As previously reported by Financial Standard, Australian Shareholder Association (ASA) chief executive Rachel Waterhouse advised that a closure of mFund would leave ... |
| | | ... improve platform functionality. Other industry trends, such as the increasing adoption of ETPs by retail investors and financial advisers, the entry of managed fund transactions services like Calastone and Clearstream into the Australian market, and ... |
| | | ... stock exchanges with the launch of global digital investment platform Moomoo. Access to Hong Kong, Singapore and China Connect exchanges are expected to follow. Moomoo said its objective is to democratise share trading for Australian investors. It first ... |
| | | ... service is called Rooms and aims to create a collaborative, fully digital service where households and businesses can connect with financial advisers, accountants, mortgage brokers and lawyers seamlessly. Financial advisers can use the Rooms functionality ... |
| | | ... distribution and governance. The appointment is aimed at bolstering distribution and governance support for AMP's brokers and financial advisers. Herbert was previously head of lending distribution at MyState Bank, and prior to that, chief executive ... |
| | | ... business today is probably selling for a very similar price to what it was six months ago." Connect Financial Service Brokers chief executive Paul Tynan agreed, and said the majority of the impact on valuations at the moment still comes back to "overregulation" ... |
| | | Connect Financial Service Brokers chief executive Paul Tynan gave financial advisers at the Association of Financial Advisers' National Conference some food for thought on succession planning and the state of the industry. Reflecting on the last 12 ... |
| | | The public were provided a glimpse into the tireless work of the financial services Royal Commission as Commissioner Kenneth Hayne and counsel assisting Rowena Orr made closing remarks this afternoon. The final day's hearings adjourned at 1.15pm and ... |
| | | ... practices are expected to be sole practitioner businesses. Speaking from experience, having worked at AMP for 24 years, Connect FS Brokers chief executive Paul Tynan said: "I think they're looking at whether they should keep them as individuals or ... |
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