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Showing 201 - 210 of 433 results for "Financial advisor"

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
Managed discretionary account (MDA) operator, managedaccounts.com.au has inked deals two boutique financial advisory firms to integrate the company's solution into their businesses. The deals with Sydney-based Affinity Wealth Services and Melbourne-based ...

SEC prioritises cybersecurity

ALEX DUNNIN  |  THURSDAY, 13 MAR 2014
... specific requirements but principles it expects market participants to follow, reported the US news service Financial Advisor. "Small securities firms won't get a pass on cyber security rules," she said. Cybersecurity awareness has grown as an issue ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
Financial Index Wealth Accountants (FIWA) has entered into an agreement to purchase advisory firm Centric Wealth, in a move that will create one of Australia's largest financial advisory businesses not owned by a mainstream institution, with more than ...

Industry funds should offer SMSFs: QMV

JAMES FERNYHOUGH  |  WEDNESDAY, 11 DEC 2013
... there was no reason why industry funds shouldn't develop the SMSF capabilities that banks have. "You'd have a financial advisor, you'd have an accountant. The technology that most industry funds have at the moment wouldn't be able to cater for the reporting ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
The Peters MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building ...

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ...

HUB24 inks deal with Premium

STAFF WRITER  |  THURSDAY, 7 NOV 2013
HUB24 has inked a deal to administer a new white label investment and superannuation wrap offering for boutique financial advisory group Premium Wealth Management (Premium). As part of the agreement, the HUB24 platform will be branded for use by Premium's ...

ISA asks for scaled, affordable advice

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
... recommend certain financial products that may not be best for their client, but provide a revenue stream to the financial advisor," the ISA said. Other policy priorities for the next years are putting the member first, be transparent, create stability ...

ETF market closes in on $9 billion milestone

MARK SMITH  |  FRIDAY, 6 SEP 2013
Australia's exchange traded product (ETP) market has expanded rapidly in 2013, reaching a record $8.8 billion in assets according to the latest ASX Funds Monthly Update. The report shows Australia's ETP industry, has grown by 61% in the 12 months to ...

Less than 1% of AusSuper members seek advice

JAMES FERNYHOUGH  |  THURSDAY, 15 AUG 2013
Less than 1% of AustralianSuper and REST members are receiving advice, despite the introduction of measures to improve access to advice as part of the Stronger Super reforms. Under MySuper 'intra-fund advice' regulations, funds can collectively charge ...