Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 382 results for "Portal"

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... Approved Product List (APL) management and reporting needs. Additionally Morningstar will provide and host a bespoke web portal for financial advisers, based on the existing Adviser Research Centre platform, which brings together BT's own research output ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
Challenger annuities will now be available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... Portfolio Service provides advisers with access to a variety of investments and products via a state-of-the-art online portal. Designed for the fee-for-service environment, the service can be customised to support specific advice fee models and is offered ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
... with their clients' finances quickly and efficiently by managing all of their payment needs through Macquarie's adviser portal," she said. McArdle said feedback from advisers is driving Macquarie to prioritise product enhancements and the AIP service ...

Advice licensees hit with $1500 levy

EMMA RAPAPORT  |  MONDAY, 17 JUL 2017
... of regulated entities in a sector and, in most cases, information provided by regulated entities via ASIC's new online portal. Report highlights per sector include: Financial advice sector: A fixed levy of $1500 for licensees authorised to provide advice ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Financial services technology provider Midwinter appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible ...

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... for those looking to transition between dealer groups. Head of advice services at Centrepoint, Karen Machovsky said the portal eases the transition process, which can be arduous and bogged down by regulatory issues and paperwork. "We thought long and ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... purpose built, cloud-based solution. Queensland-based financial services firm Quill Group has developed a new low-cost portal to enable advisers to establish a new SMSF or transfer an existing SMSF onto the existing Superfund Wholesale platform operated ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... comprehensively integrated throughout the course," Chapman said. Wilson added that the joint venture is a key element of a compliance portal wealthdigital plans to deliver later this year. "The portal will become an end-to-end compliance and risk management ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market. Franklin Templeton Academy provides an interactive learning curriculum for financial advisers aiming to enhance financial planning knowledge ...