Search Results | Showing 261 - 270 of 353 results for "Asgard" |
| | | ... Financial planning practice owners can tailor their dealer group licence so they only pay for the services they need after Asgard Wealth Solutions launched Licensee Select. Licensee Select attempts to cater for each businesses requirements across three ... |
| | | | ... business development, distribution and advice. Prior to this insurance role, West was head advice business for St George and Asgard Wealth Solutions. In this position, West will manage the firm's growth in investment and insurance across selected Asian ... |
| | | | ... up to establish a good will fund for embattled Basis Capital investors. The IFSA Basis Capital Working Group, made up of Asgard, BT Financial Group, Synergy Capital Management, Avanteos/Colonial First State, Oasis, ING Australia and Macquarie, have banded ... |
| | | | The man behind Asgard Wealth Solutions' eWrap, former project director, Jan Kolbusz has resurfaced and developed decimal - a free website that allows financial planners to quickly make a statement of advice (SoA). Managing director of decimal, Kolbusz ... |
| | | | ... amended their Statements of Advice (SoAs) to comply with these new 'conflicts of interest' principles. St.George-owned Asgard Wealth Solutions for example will incorporate the new disclosure rules in their Asgard platform-generated annual investor report ... |
| | | | ... and investments on behalf of clients. Joining the Securitor dealer group means BBV Wealth Management gains access to the Asgard Wealth Solutions platform and the practice management technology tool, AdviserNETgain. In addition, the financial planning ... |
| | | | ... in 2010," said Mark Johnston, Investment Trends principal. The report also found that planners using Macquarie Wrap and Asgard eWRAP had the highest proportion of revenue from pure fee for service models, while independent planners took twice the amount ... |
| | | | Asgard Wealth Solutions partnered with smartsuper to improve its self managed super fund (SMSF) administration service to its clients. The agreement allows Asgard to provide a broader administration service for trustees, members and advisers. Previously ... |
| | | | Nearly one third of all Australian financial planners will call the combined BT/Asgard their primary platform should the Westpac and St.George merger come to fruition. Westpac and St.George yesterday signed a merger implementation agreement - taking ... |
| | | | ... created to provide a greater focus on the relationship between the firm and its key accounts. Langton previously worked at Asgard Wealth Solutions as NSW regional manager and, prior to that position, worked as national account manager at BT Wrap Services. ... |
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