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Showing 271 - 280 of 738 results for "MOU"

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... responsible entity and administration services provider. In October last year, MGP entered a memorandum of understanding (MoU) with Shaw and Partners to develop a managed accounts platform solution. Shaw and Partners was a joint lead manager for MGP's ...

Listed fintech partners for financial wellness

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
An ASX-listed fintech partnered with an online financial literacy hub to expand its distribution strategy and launched a new financial wellness program. Marketplace lender Wisr has partnered with Your Wealth Hub, a digital financial literacy and employee ...

Equity Trustees appoints US executive, partners in Ireland

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
Equity Trustees has made two international moves. The first will see a US-based Australian executive enter an international role; the second will see it partner with an administrator to launching an Irish fund platform. In a bid to ease American fund ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
Financial adviser review service Adviser Ratings is anticipating an adviser exodus over the next five years, as scrutiny on the advice industry changes the landscape. According to Adviser Ratings research, structural transition of the industry will ...

More adviser participation needed to shape ethics code

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
Financial advisers must consult on the draft code of ethics as it contains vague standards the industry has never previously been required to adhere to. While it is already expected that advisers comply with a raft of legal obligations, wealthdigital ...

AMP kept unsuspecting clients in the dark: RC

KARREN VERGARA  |  TUESDAY, 24 APR 2018
The financial services Royal Commission censored the names of two AMP financial planning clients who currently don't know they are the victims of improper advice provided by an authorised representative. AMP knew as early as March 2017 the husband and ...

Look inside to drive fintech forward: AltFi Summit

DARREN SNYDER  |  MONDAY, 26 MAR 2018
An online mortgage broker believes fintechs partnering with robo-advisers, digital banks and online lenders is important for industry innovation but even more critical are relationships with established players. Speaking ahead of the AltFi Australasia ...

Industry fund buys $7 million beef stake

JAMIE WILLIAMSON  |  FRIDAY, 23 FEB 2018
A $70 billion industry superannuation fund is investing about $7 million in a growing NSW agribusiness. First State Super has invested $6.7 million in Stone Axe Pastoral at Ebor - alongside a commitment from the NSW Government of $3.3 million via its ...

Industry fund creates finance role

DARREN SNYDER  |  TUESDAY, 6 FEB 2018
A $9.2 billion industry superannuation fund aims to take its financial reporting to new highs following a senior appointment in its newly-created head of finance role. Joining Vision Super as head of finance is Bryan Collins. Most recently the senior ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
Topdocs has integrated new functionality into its company registration platform by extending its partnership with a provider of financial compliance software. Under the enhanced partnership with BGL, Topdocs users can register new companies and have ...