Search Results | Showing 2041 - 2050 of 2509 results for "platforms" |
| | | ... regional candidates," said Steele. Education is a hot topic in the financial planning industry, with several new education platforms entering the market over recent months. In August, a former Securitor financial planner started an online financial planning ... |
| | | | ... clients' total SMSF assets were invested through a platform, up slightly from 41 per cent June last year. How much revenue platforms can gain from planners with SMSFs clients may be critical to the growth of their businesses, especially when direct shares ... |
| | | | ... Advice (FoFA) reforms and those that are already taking action. Among their key findings is that the market share of platforms will be determined not by which group can offer the best channel to transition from commission-based to a fee-for-service model. ... |
| | | | ... insurance premiums. As part of a partnership between CommInsure and Colonial First State's FirstChoice and FirstWrap platforms, customers will be able to pay for their "Total Care Plan Super" insurance premiums through rolled over superannuation monies ... |
| | | | ... prospective buyer. The first three are fairly conventional, including the quality of the support staff, the product mix and platforms and what alliances and referral partners the financial planning group has in its books. The other two drivers, however ... |
| | | | ... there's no question "planners have said there is a clear need for this in the market". The product is already on over 10 platforms, including BTWrap, Macquarie Wrap, Investor First and Ord Minnett Full Service and Managed Portfolio Platform. In an earlier ... |
| | | | ... Citigroup has signed up as a market maker for the product, and while it's still early days, interest from planners and platforms has been strong. SSgA expects the ETF to go live on the 29th of September. The firm is not the first in Australia to launch ... |
| | | | ... both Victoria and Queensland in the next three months. Based in Sydney, Ordon will oversee distribution of netwealth platforms to private client advisory groups in NSW, ACT, QLD and the Northern Territory. Over the past 12 months, Ordon has worked as ... |
| | | | ... a new online direct share trading facility in response to rising demand from advisers for more investment choices on platforms. ING's specialist wholesale administration wrap platform, Oasis Asset Management, has launched a new product that will allow ... |
| | | | ... multi manager funds are used across BT Super for Life, BT Corporate Super, Asgard Corporate Super and a range of super platforms. |
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