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Showing 221 - 230 of 439 results for "Financial advisor"

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Platform provider CleverSuper is attempting to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area. The campaign to legalise gay marriage in Australia ...

AQR Global Risk Premium Trust opens to retail investors

MARK SMITH  |  TUESDAY, 14 MAY 2013
AQR Capital Management (AQR) has introduced a new unit class to its within the AQR Global Risk Premium Trust in a bid to attract Australian retail investors. The new Class 1F units come with additional disclosure and a lower minimum investment of $25,000. ...

Elana Rubin appointed MLC director

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
Former AustralianSuper chair Elana Rubin has been appointed as non-executive director to the board of National Wealth Management Holdings and will serve as MLC director as well as other related companies. Rubin will take up the board position on May ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
Self-managed super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes. The new iSystem application was designed create a closer collaboration ...

Instreet happy with growth at 5-year milestone

MARK SMITH  |  TUESDAY, 26 MAR 2013
Instreet has grown to a point where protecting market share, rather than winning it, is the strategic priority, according to managing director George Lucas. The asset manager, which has more than $500 million in assets under management, is celebrating ...

Elders hires WA regional manager

MARK SMITH  |  MONDAY, 25 MAR 2013
Elders Financial Planning has appointed Albert Di Sabatino as regional manager for Western Australia, which it says is an important step in a push for expansion in the region. According to Elders Financial Planning chief executive Helen Lorigan, Di ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... also developed a hosted platform for the provision of scaled advice for both the institutional and independent financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen its position in the scaled wealth advice technology market ...

Pepper acquires Spanish loan business Celeris

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
... estate manager." The transaction was supported by Goldman Sachs International as funding partner and exclusive financial advisor, a role it also played in Pepper's acquisition of GE Capital's Irish residential mortgage business.

Anova wins tech industry recognition

MARK SMITH  |  THURSDAY, 7 FEB 2013
DST Global Solutions' Anova investment data software has been named 'best-in-class' in the CEB TowerGroup Wealth Management report. To compile the report CEB TowerGroup collected qualitative and quantitative data from interviews with industry experts ...