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AdviserEdge Melbourne kicks off on 14 July

STAFF WRITER  |  TUESDAY, 9 JUL 2013
Financial services think tank The Social Adviser will be holding an encore version of its inaugural AdviserEdge Social Advice Summit in Melbourne from 14 July - 16 July. The event aims to provide advisers with practical solutions so that they can effectively ...

Westpac launches tailored info service for online investors

JAMES FERNYHOUGH  |  WEDNESDAY, 3 JUL 2013
Westpac Online Investing has launched a new tailored information service in response to investors' demand for better research tools and stock-picking recommendations. Described as an "Australian first", the 'Daily Share Tracker' will be delivered to ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  TUESDAY, 2 JUL 2013
In the new edition of Financial Standard, we look at best practice post-FOFA fee disclosure, SuperStream readiness, superannuation insurance and profile First Super's chief executive Bill Watson. You can read these articles on your iPad by downloading ...

BGL adds bank data to SMSF software

JAMES FERNYHOUGH  |  THURSDAY, 20 JUN 2013
BGL Corporate Solutions will add a bank data service to its administration software for self-managed superannuation funds (SMSFs). The bank data can be downloaded to BGL's Simple Fund and Simple Fund 360, and "completes the picture" of BGL's offering ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 17 JUN 2013
In the new edition of Financial Standard, we look at high net worth investing strategies and profile AIST chief executive Tom Garcia. You can read them on your iPad by downloading Financial Standard iPad© app free from the App store, for a limited ...

Boardroom cloud tech eases organisational burden

MARK SMITH  |  THURSDAY, 13 JUN 2013
The Affiliation of Superannuation Practitioners (ASP), an alliance of ten funds and administrators, has adopted a new technology to simplify distribution of essential documents for board members. The cloud-based iqBoard app, produced by IQ Group, allows ...

Latest Financial Standard issue available on the iPad app

STAFF REPORTER  |  TUESDAY, 4 JUN 2013
In the new edition of Financial Standard, we look at how banks and funds managers are shifting gear on technology spend and profile Frontier Advisors chief executive Damian Moloney You can read them on your iPad by downloading Financial Standard iPadA(C) ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 20 MAY 2013
In the new edition of Financial Standard, we look at why local funds should embrace the $10.6tr global pension market, we showcase the Lazard Emerging Markets Total Return Debt Fund and we profile Elders Wealth Management general manager Helen Lorigan. ...

Local funds ignore US $10.6tr pension market

MARK SMITH  |  MONDAY, 20 MAY 2013
Homegrown fund managers should cast their net to the wider $10.6 trillion pension market in the US, just one of the global opportunities they can use the broaden their client base. Brett Himbury, head of $40 billion Industry Funds Management (IFM) ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
... improving efficiency for advisers and delivering ongoing value for our clients." CFS is also set to launch a fast data download capability on FirstChoice and FirstWrap, containing simple and easy to understand fee information to assist advisers with ...