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Showing 241 - 250 of 388 results for "Portal"

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 ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... life insurance include investing in the customer experience - including digital quoting and underwriting; a new wellbeing portal; new life-stage based products; a digital interface with medical professionals; and complete integration with Panorama. He ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS Fact Find, Client Portal and Statement of Advice generator. Client data from AdviceOS can be pre-populated into OmniLife, eliminating the double ...

Netwealth backing financial literacy in schools

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
Leading platform provider netwealth launched a financial literacy campaign this week, looking to bring financial education to the classroom through an interactive tool aligned with existing school curriculums. Banqer, designed by a New Zealand start-up ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... transaction tools, decision support tools, online business management tools and also received the award for best client portal. "Our latest competitive analysis of the platform industry found platform providers' development efforts have been centred ...