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| | | ... invest on the platform and does not exclude financial advisers, adding they have set up a program for advisers and accountants to refer clients to the platform. Rather it is targeting retail clients who are demanding managed accounts investments that ... |
| | | | ... Bordignon, said AI will cover "the generalist research and problem solving of first-year lawyers, financial advisers, accountants, and doctors." Her comment comes from Dimension Data's latest e-book that aims to provide executive guidance around the ... |
| | | | ... take advantage of the dramatic efficiency gains delivered by Class Super and Class Portfolio," Bungard said. "With accountants under increasing pressure from regulators, clients and competitors to improve their processing and reporting of SMSFs, it's ... |
| | | | ... company to launch a new platform this month. The white label partnership will provide Accountable Wealth Management's accountants and advisers access to a tailored version of the HUB24 platform, offering complete solutions to support the needs of clients ... |
| | | | ... managers, financial planners, administrators, auditors, legal and estate planners, associations, statutory authorities, accountants, and other players in the banking, finance and insurance industry. The SMSF sector is expected to reach $90 billion in ... |
| | | | ... number of people transitioning to a career in financial advice later in life. "There's certainly been an increase in accountants transitioning, but I have personally come across lawyers, engineers and teachers that have joined the industry and they're ... |
| | | | ... Wallabies captain will lead Stockspot's new partnership strategy on a consultative basis, with financial advisers and accountants firmly in his sights. Stirling Mortlock, who led the Australian national rugby union side from 2006 to 2009, has teamed ... |
| | | | ... group chief financial officer. She currently serves as a non-executive director on other boards including Chartered Accountants Australia and New Zealand, and the Finance and Audit Committee of the University of Sydney. Rowe is a former solicitor and ... |
| | | | ... limited AFSL holders to assess how they were faring with their obligations following the removal of an exception for accountants to give advice on SMSFs in July last year. ASIC found licensees were uncertain about steps they need to take to comply with ... |
| | | | ... to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. Class said the partnership ... |
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