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Showing 231 - 240 of 253 results for "EPI"

Credit crunch shows banks still lead the system

SUZY MAC IS ON LEAVE  |  WEDNESDAY, 19 SEP 2007
While central banks having to provide lines of credit to lenders as a result of the credit crunch is dragging the banking sector into the crisis, it shows how institutional investors are still as a group too weak to not require banks to lead them, said ...

Economic round-up: Cheeseburger bill meets fat tax

SUZY MAC  |  FRIDAY, 13 JUL 2007
Where legislation fails taxation often takes over and, following on from the cheeseburger bill, UK doctors and the Prime Minister's Strategy Unit are now debating a fat tax. And what in the name of Ronald Macdonald is a 'Cheeseburger Bill'? When it's ...

Sentry and Epic forge alliance

HAMISH MADDEN  |  WEDNESDAY, 20 JUN 2007
Sentry Group and Epic Adviser Solutions will join forces from the beginning of July to operate under the Sentry Group Australia banner. Under an agreement signed between Sentry Group and Questus Capital Group, the parent of Epic, the two groups will ...

Macq buys half of Olicc

... institutions. "Olicc remains open to building architecture that supports links with any front or back-end application. The use of the EPI Data Standards will greatly assist in this flow of data," said Garrels. Michelle Baltazar

Tyndall beefs up EPiC

NICK OLIVER  |  MONDAY, 19 FEB 2007
Tyndall has released an upgrade to its free interactive web based tool, the Efficient Portfolio Constructor (EPiC). EPiC assists advisers to create and optimise portfolios containing managed funds. Advisers are able to get detailed information on performance ...

Coin adds 150 extras and goes STP

ALEX DUNNIN  |  TUESDAY, 19 DEC 2006
... manual data feeds or double keying of transactions. "That's why we have been championing the electronic platform interface (EPI) standards which have received industry wide support," said Graham. Other features also include the ability to model the impact ...

AAA and Questus marching to the same drum

HAMISH MADDEN  |  FRIDAY, 8 DEC 2006
Adelaide based AAA Financial Group and Western Australian based Questus Capital have entered into a strategic partnership to streamline back office and support functions and establish one of the country's largest non-aligned planner networks. The strategic ...

Age and marriage trigger retirement planning: AXA

A new study has found that most Australians only start to get serious about planning for their retirement when they hit 40 or when they get married. Investment and financial planning group AXA partnered up with the Macquarie Graduate School of Management ...

FPA announces Value of Advice Awards 2006

The Financial Planning Association (FPA) has announced the winners of the inaugural Value of Advice Awards 2006. There are four main categories namely 'wealth accumulation', 'post-retirement planning and management', 'low income planning' and 'pre-retirement ...

Praemium joins forces with IWL and Coin

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
... Software in a bid to streamline account administration and management. Using the non-proprietary External Platform Interface (EPI) standards, Praemium will team with IWL and Coin to integrate clients' separately managed accounts (SMAs) and portfolios ...