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Showing 2211 - 2220 of 3302 results for "Via"

DomaCom added to managedaccounts.com.au

MARK SMITH  |  FRIDAY, 16 OCT 2015
... managedaccounts.com.au solution. They are a mainstream managed account provider and will be the first to offer real property via DomaCom within a managed account solution," Naoumidis said.

iSelect CEO departs amid takeover bid

ALEX BURKE  |  THURSDAY, 15 OCT 2015
... also announced its receipt of a "confidential, indicative, non-binding and conditional proposal" to buy 100% of its shares via a scheme of arrangement. It has since revealed the private equity firm to be Providence Equity Partners, but the board has ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
... 33.6%. Clients using advisers to deal with their banks also rate lower in satisfaction (81.8%) than those using the internet via the website (90.4%) and those using their phone apps (89.9%). "It is worth noting that clearly the highest users of website ...

TAL releases group insurance member tool

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... Our underwriting team can respond to simple or complex questions, allowing a member to start online, and if needed finish via our tele-underwriting team. "We are committed to enhancing the member experience and helping our partners deliver on their member ...

Aussie fintech partners with Alibaba

DARREN SNYDER  |  TUESDAY, 13 OCT 2015
... outstanding invoices. The funding decisions are based on real time trading information provided by linking the business accounts via Xero or MYOB. Collaborate's initial investment of $150,000 for an 8.33% equity stake in FundX makes the ASX-listed company ...

SQM gives high marks to William Blair fund

ALEX BURKE  |  MONDAY, 12 OCT 2015
... markets and currencies that have the potential to benefit from favourable geopolitical macro themes that may not be accessible via purely Australian markets," said William Blair head of Australia and New Zealand Alex FranASois. "This is something we ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... or sell BHP." "We have an independent investment committee with a house view, and then we outsource the management of that via mandates. But the managed account structure allows us to retain discretion over portfolios, so we can, for example, retain ...

YBR robo-advice to make Celebrity Apprentice debut

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
Yellow Brick Road's robo-advice tool, Guru, will be launched to the public via a Celebrity Apprentice Australia challenge. The Guru "pilot" was unveiled in June, and since then over 50 YBR practices are able to use the service. "Our network has been ...

Tech boom drives super to VC

ALEX BURKE  |  TUESDAY, 6 OCT 2015
The success of technology start-ups and Australia's maturing venture capital sector are driving superannuation funds to reconsider VC as an asset class. In September, First State Super and Hostplus invested $110 million and $35 million respectively ...

NAB enlists Topdocs for CMA service

ALEX BURKE  |  TUESDAY, 6 OCT 2015
... enables financial planners to use Topdoc's online portal to establish a NAB CMA at the same time as a SMSF, company or trust via a single online form. "Many advisers will set up a CMA when they establish a structure for a client, so this partnership ...