Search Results | Showing 2061 - 2070 of 2604 results for "Platforms" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... reports and contract notes quickly. The company says this simplifies client management systems that often rely on multiple platforms and ad-hoc client relationship systems. Denis Orrock, chief executive of GBST Broker Services, said the system integrates ... |
| | | | ... the loan terms varied from one to five years. The company says the new product will soon be available on a number of platforms. |
| | | | ... cover. Tower will pay Praemium an undisclosed fee for Tower's access and integration into its insurance and investment platforms, and the planners that use them. Arthur Naoumidis, Praemium Group chief executive said he expects this move to be reflect ... |
| | | | Advisers signed up on big institutional platforms are compromising their first duty to their client, independent advisers have said. Out of 26 leading master trust and wrap platforms studied by research firm Investment Trends for its 2010 Investment ... |
| | | | ... support of the banning of volume-based payments but warn that if its proceeds as currently set, it will be the end of pure platforms. While debating the prevalence of product neutral platforms at a media roundtable yesterday, the FPA said the Treasury ... |
|