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Showing 2061 - 2070 of 4013 results for "Accounts"

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee ...

On the road to normal

BENJAMIN ONG  |  TUESDAY, 19 SEP 2017
... for the Fed, which apart from monitoring conditions relative to its objective of full employment and 2% inflation also accounts for "readings on financial" developments. While some would be concern by the higher cost of credit, raising interest rate ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity to connect with managed ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard Managed Accounts Best Practice Forum, The Fold Legal managing director Claire Wivell Plater said the requirements are an interesting ...

Not happy enough

BENJAMIN ONG  |  THURSDAY, 14 SEP 2017
... spending. A high level of consumer confidence generally translates into stronger household consumption. Consumer spending accounts for around two-thirds of the Australian economy, so markets are always trying to anticipate what consumers are up to and ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... available more broadly to our advisers and clients having worked closely with Zenith on delivering private label managed accounts to a number of boutique wealth management groups wanting to develop and implement a unique investment proposition for their ...