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Showing 2741 - 2750 of 4013 results for "Accounts"

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
... Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee their clients' accounts more efficiently and help the clients manage their cashflow anywhere, anytime. Both Xero and Midwinter's AdviceOS are ...

Black Christmas

BENJAMIN ONG  |  WEDNESDAY, 27 NOV 2013

Fund managers rethink distribution approach after FoFA

LAURA MILLAN  |  WEDNESDAY, 27 NOV 2013
... managers "do not need to send thousands of business development managers" to advice firms and they can focus on the larger accounts. "The relationship is now at the senior side of the business, so we have appointed people that deal with larger accounts ...

Right direction

BENJAMIN ONG  |  TUESDAY, 26 NOV 2013

Planners need discretion on SMSF cost advice: SPAA

JAMES FERNYHOUGH  |  MONDAY, 25 NOV 2013

Index portfolios mask geographical risks

MARK SMITH  |  THURSDAY, 21 NOV 2013
... market capitalisation, but 34% by economic exposure, or more than a third of all global demand. At the same time the US accounts for 49% of the index, but only 28% of demand. "Companies have changed but the way investors organise their portfolios has ...

CB onslaught

BENJAMIN ONG  |  MONDAY, 18 NOV 2013
... Aso said at a parliamentary committee today in response to a question about the government's special foreign-exchange accounts law. The country must set aside a proper amount of money to fund such actions, he said." Of course, the yen also benefitted ...

CIO exit forces Bedlam closure

MARK SMITH  |  FRIDAY, 15 NOV 2013
... sell their shares at the net asset values published daily on the company's website. Bedlam said segregated institutional accounts will continue to be actively managed as usual until instructions have been received.

Banks' super products set to be next industry battlefield

LAURA MILLAN  |  TUESDAY, 12 NOV 2013
... main Australian financial institutions, the opportunity lies in the fact that most customers access their internet bank accounts regularly. "Having both in the same place means that you can see your super there when you're doing internet banking." "As ...

It's the twit not the taper

BENJAMIN ONG  |  FRIDAY, 8 NOV 2013