Search Results | Showing 201 - 210 of 433 results for "Financial advisor" |
| | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 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 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
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