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Showing 2311 - 2320 of 4013 results for "Accounts"

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... Shaw and Partners, an independently owned and progressive broking firm. "This partnership highlights the use of managed accounts as an increasingly attractive solution for advisers who wish to offer their clients a more efficient way to manage and connect ...

InvestmentLink launches fintech data grant

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... feed of financial account and investment fund data for free for a period of 18 months. The feed will include 500 live accounts, with access to test accounts and the InvestmentLink API. InvestmentLink chief technology officer Wayne Robinson said the program ...

Netwealth adds eighth private label managed account

MARK SMITH  |  MONDAY, 1 AUG 2016
... strong." Principal Partners managing director John Brady added: "We are excited about embracing the many benefits of managed accounts for our clients as well as driving further efficiency through our business. We approached many high quality investment ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial Standard research on how financial advisers use managed ...

Retirement system needs work: Actuaries

DARREN SNYDER  |  THURSDAY, 28 JUL 2016
... Drawing its views from two major research pieces, described as the most comprehensive study of Australian superannuation accounts ever undertaken, the Institute says the super balance exhaustion will only place further pressure on the Federal Budget ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution for managed accounts and direct portfolios delivered under the Statement of Advice model and ...

Economic wrap

ALEX DUNNIN  |  THURSDAY, 28 JUL 2016
... report noted. But despite the upbeat view of China's currency, it's still a minnow currency compared to the USD that accounts for about an estimated 85% of global transactions, so the claim that the renmimbi is now the fourth most traded currency doesn't ...

Bentley renews call for Keybridge director dismissal

ALEX BURKE  |  TUESDAY, 26 JUL 2016
... oversight. These lapses, Bentley said, resulted in "the suspension of Keybridge from trading on the ASX for failure to lodge accounts, the identification by Keybridge's new auditors of accounting errors resulting in the restatement of accounts and a ...

Bond investors must relax benchmark constraints

KERRIE SYDEE  |  MONDAY, 25 JUL 2016
... benchmarks, otherwise they risk weighing down their portfolios with loss-making assets," said Buckley. "Japanese debt accounts for around 66% of negative yielding debt worldwide, with an estimated U$6.5 trillion worth of fixed-rate debt obligations yielding ...

Industry innovation is not coming from within: Sharp

DARREN SNYDER  |  TUESDAY, 19 JUL 2016
... largely characterised the oversight of the financial services industry." Sharp is also the executive chairman at Managed Accounts Holdings, and a former director of Countplus and Treasury Group.