Search Results | Showing 211 - 220 of 439 results for "Financial advisor" |
| | | 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 ... |
| | | | Technology provider Rubik Financial has entered into a non-binding term sheet with Revex Solutions that contains an option for COIN to acquire Revex and a four year exclusive reseller agreement with Revex. Both parties have agreed to negotiate on an ... |
| | | | The Australian Securities and Investments Commission (ASIC) has permanently banned a former Gateway Financial adviser, which is an authorised representative of Titanium Planners. Joshua John Doyle from Bradbury, New South Wales, has been permanently ... |
| | | | Marc Lieberman, the chief executive of MetLife Australia, has been appointed as a director to the board of the Financial Services Council (FSC). Peter Maher, chairman of the FSC welcomed the appointment at a time of change in the financial services ... |
| | | | Alternative asset manager Man Group has appointed Jamie Douglas as chief executive of its Australian business. Reporting to Man chief executive Emmanuel Roman, Douglas will have responsibility for giving local and international investors access to Man's ... |
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