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Showing 2001 - 2010 of 3822 results for "Partnership"

Custody contract up for grabs

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... arrangements, as its client base and FUM continues to grow. Funds SA chief executive Jo Townsend said the right long-term partnership for the custody function is critical to client investments' success. "This tender provides us with the opportunity ...

AFA launches consumer advice expo

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... hopes will become an annual event. "David Koch is very familiar with our industry and very familiar to consumers. The partnership provides us with access to Pinstripe's far-reaching platforms which means we will be able to deliver many parts of the ...

Perpetual inks global strategic partnership

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... deals directly to this trend." Dogan said Perpetual is looking forward to working with FundRock and also expanding the partnership to Asia, where Perpetual also has a presence. FundRock said Perpetual Corporate Trust's outstanding reputation is a ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
... non-super entities. McClelland said the project was undertaken off the back of high user demand. "By undertaking this partnership, we are further opening up the suite of choice for advisers when it comes to picking their tech stack - which at the end ...

BTFG faces possible union action

JAMIE WILLIAMSON  |  WEDNESDAY, 12 SEP 2018
The Finance Sector Union is planning urgent workplace meetings and teleconferences with BT Financial Advice employees impacted by a planned restructure of BT Financial Group's advice offering. Last week BT Financial Group told Financial Standard ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... capabilities in agriculture, ethical investing in Australian and global equities and multi-manager portfolios. It works in partnership with Mesirow Financial to deliver passive and active currency solutions and US multi-family real estate opportunities ...

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
... 0.75 multiple number is his "guesstimate", based on tax returns he has seen. Another speaker on the panel, The Wealth Partnership director Tony Rumble, contested Raftery's claim. "If practices are worth 0.75 times in 2023, there will be blood on the ...

Philanthropic sector advocates transparency facelift

DARREN SNYDER  |  MONDAY, 10 SEP 2018
More than one-third of Australia's philanthropic giving is now tracked through a new online and interactive platform, answering calls for the industry to be more transparent. Launched at the recent Philanthropy Australia National Conference, the online ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... result in a number of changes to the structure of our salaried advice business, including strengthening our successful Partnership model and realigning some teams to where our clients need them most." At least 100 financial advisers could be affected ...

Advisers warming up to LICs

KANIKA SOOD  |  THURSDAY, 6 SEP 2018
Adviser participation in the IPOs of listed investment companies has jumped by nearly 30% since July last year, according to a leading IPO specialist. SeedPartnerships director Chris Clayton says until last year about 80% of LIC floats were taken up ...