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Showing 2321 - 2330 of 2509 results for "platforms"

Austock Life on Rainmaker iTV

... Development. Austock Life discusses topics including the next frontier in Financial Planning - Aged Care and Tax-Paid Platforms and Strategies. http://www.rainmakeritv.com/channel/index/learning_&_development/financial_planning/tax-paid_managed_funds ...

Super changes push SMSFs through planner doors

CHRIS NICHOLLS  |  FRIDAY, 17 AUG 2007
... more money into listed property trusts. In planner trends, the survey showed planners performed a huge about face on platforms, with almost none feeling they didn't work for SMSFs, down from 40 per cent last year. Planners who gained clients through ...

CBA plans CommSec Bank

WWW.THESHEET.COM  |  THURSDAY, 16 AUG 2007
... business online transaction site, CommBiz. CBA chief executive Ralph Norris said 10,000 customers had moved from legacy platforms to CommBiz since December. The bank has established a dedicated agribusiness customer service centre. It launched a 24 hour ...

Platforms divided on shelf space fees

CHRIS NICHOLLS  |  TUESDAY, 14 AUG 2007
... of product at Macquarie Wrap Solutions, said the report failed to grasp the subtleties of shelf space fees, as some platforms charged for the privilege of being on the platform whereas Macquarie charged between $3000 and $5000 a year to cover due diligence ...

Lonsec upgrades Templeton equity fund

CHRIS NICHOLLS  |  TUESDAY, 14 AUG 2007
... also a Finalist in Morningstar's Global Equity Manager of the year award for 2006 and is now available on over nine platforms, including BT Wrap, Macquarie Wrap, Skandia, Symetry, TPS, GSJBW, Portfolio One, and Wealthview. A wholesale version is also ...

Perpetual appoints new head of platforms

CHRIS NICHOLLS  |  FRIDAY, 10 AUG 2007
Perpetual has promoted senior manager of platforms and investments Gai Ferrington to head of platforms for the wealth management arm. Ferrington commenced joined Perpetual 12 months ago after 14 years at ING. She will report directly to chief operating ...

Westpac to list wealth management arm

... business, including financial advice, insurance, private banking and customer solutions which is responsible for wrap platforms and BT's investment, superannuation and retirement products, are not involved in the deal. The proposed float will be available ...

Opes Prime challenges Macq

... in securities lending and equity financing for hedge funds and institutions since 2002, the group's foray into wealth platforms reflects the continuing retailisation of the market. That is, a growing number of services that were previously available ...

Zurich advisers log on to IRESS software

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
... integration into insurer proprietary software, including online adviser systems, desktop tools, and internal administrative platforms. McKee said advisers still had the choice to stick with traditional paper-based applications or teleunderwriting if ...

MLC appoints corporate super head

CHRIS NICHOLLS  |  THURSDAY, 26 JUL 2007
... group general manager of retail corporate governance before that. Commenting on the appointment, general manager of MLC Platforms Anthony Waldron said, "Manda's strong business background will prove invaluable in continuing MLC's innovative approach ...