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Showing 191 - 200 of 210 results for "Independent Financial Adviser"

Asgard refines licence service

MICHAEL HOBBS  |  FRIDAY, 17 OCT 2008
Financial planning practice owners can tailor their dealer group licence so they only pay for the services they need after Asgard Wealth Solutions launched Licensee Select. Licensee Select attempts to cater for each businesses requirements across three ...

CFS adds muscle to distribution team

RUTH LIEW  |  WEDNESDAY, 16 JAN 2008
Colonial First State has embarked on the next phase of its specialist distribution strategy, recently announcing a staff boost to its distribution team. "About year ago, we agreed to implement a specialist distribution approach to our business. As products ...

Macquarie signs InfoComp for debt and alternatives

InfoComp has scored a coup by being selected by Macquarie to provide a host of software solutions, including solutions for Macquarie gearing products and alternative investments. Under the deal, Composer will support four critical functions: sales and ...

Praemium expands SMA reach into UK with Capita

ALEX DUNNIN  |  THURSDAY, 22 MAR 2007
Managed accounts technology provider Praemium, through its UK subsidiary, has signed a deal with Capita to offer separately managed accounts (SMAs) to UK independent financial advisers, wealth managers and financial institutions. SMAs are like super ...

Magnitude opens up to private wealth

Magnitude Group has announced the opening of its Magnitude Private Wealth practice in Melbourne, set to be the first of many that will serve high net worth investors. The new practice starts with around $250 million in funds under administration (FUA) ...

Credit Suisse pulls MasterWrap off the shelves

It was hinted at, talked about and it finally happened this month when investment group Credit Suisse announced its decision to close down its MasterWrap product. The group unveiled its MasterWrap almost two years ago to much fanfare and great expectations. ...

Bravura begins UK growth push

HAMISH MADDEN  |  TUESDAY, 4 JUL 2006
... technology provider for a new wrap platform. Nucleus is a financial services partnership between seven UK Independent Financial Adviser firms (IFAs) as well as South African life insurance company Sanlam and it currently has approximately $7.5 billion ...

Coin software signs up Asteron and ANZ

Coin Software has signed major contracts to provide financial planning software to Asteron and ANZ Financial Planning. Under the deal, more than 300 advisers and staff at Asteron and around 330 advisers at ANZ Financial Planning will start using Coin's ...

Skandia expands board

Skandia has appointed head of distribution Richard Borysiewicz to the board of its Australian operations. He joins two external non-executives and four executive directors on the board and his appointment follows seven months in his role as head of ...

Western Pacific signs up to use Asgard's eWrap

Australia-wide independent financial services group Western Pacific, with over $1.5 billion in funds under administration, has signed up to use Asgard's eWrap service that will allow it access to Sealcorp's subsidiary Securitor as well. Under the arrangement ...