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Showing 231 - 240 of 454 results for "USA"

Lonsec gains 2,800 users through iRate

LAURA MILLAN  |  WEDNESDAY, 10 DEC 2014
Lonsec Research will provide research to 2,800 financial planners following the acquisition of the iRate technology platform from the liquidator of the van Eyk group of companies. iRate's 2,800 users include financial planners from large licensees and ...

Australia's insatiable online appetite

ALEX DUNNIN  |  MONDAY, 8 DEC 2014
The appetite of Australian consumers for internet and online services is increasing at ever faster rates, with huge implications for wealth managers and those battling to stay competitive. The Australian Communications and Media Authority (ACMA) released ...

Phone usage reveals opportunity for financial services

MARK SMITH  |  WEDNESDAY, 26 NOV 2014
Fifteen per cent of Australians check their phones more than 50 times a day, according to the latest survey from Deloitte, which the company says highlights the huge opportunity for financial services providers to improve mobile offerings. The inaugural ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
Financial planning software provider AdviserLogic A has appointed a former Associated Advisory Practices (AAP) business consultant as sales manager for New South Wales. Marnie Page will be responsible for driving the growth of the business in NSW and ...

Rejoice for the A$ has fallen

BENJAMIN ONG  |  THURSDAY, 6 NOV 2014
... Australia Adam Boyton's prediction (made last February) comes to fruition - that of the dollar-A fetching only 66 cents of the USA's currency (though it won't be until 2015 as Adam's crystal ball predicts). Gov Glenn must be smiling (recall that he wants ...

Financial Standard unveils Digital Dozen in social media

STAFF WRITER  |  FRIDAY, 31 OCT 2014
The 2014 finalists of the Financial Standard Social Media Influence, Leadership + Excellence Scholarship (or "the Smileys"), sponsored by Zurich and IRESS were announced today ahead of the awarding of the Scholarship in Sydney on Tuesday 13th November. ...

Towers Watson launches Thinking Ahead Institute

JAMES FERNYHOUGH  |  WEDNESDAY, 29 OCT 2014
... owners, investment managers and other parties. So far it has 19 members from Australia, France, South Africa, the UK and the USA with total assets of $5.6 trillion. Chris Ford, global head of investment at Towers Watson, said: "We have long taken the ...

Call for entries to the 2014 Smileys Social Media Scholarship program

STAFF WRITER  |  WEDNESDAY, 10 SEP 2014

High fees deter accountants from using platforms for SMSFs

LAURA MILLAN  |  THURSDAY, 28 AUG 2014
Accountants see high fees and costs as the main barrier to use investment platforms with their self-managed super fund (SMSF) clients, according to Investment Trends research. The 2014 SMSF Accountant report shows that 76% of advisers think is inappropriate ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Separately managed accounts (SMA) operators are poised for strong growth over the coming years and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned ...