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Showing 281 - 290 of 680 results for "Records"

Nick Bolton back on ASIC radar

ALEX BURKE  |  MONDAY, 30 APR 2018
... that Bolton still retains a substantial 21% interest in Keybridge via the Australian Style Group, which "based on ASIC records... is controlled by John Bolton, [who is] the father of Nicholas Bolton." The Australian Style Group's representative on Keybridge's ...

Lonsec names group chief executive

KARREN VERGARA  |  MONDAY, 16 APR 2018
... the firm and its growth strategy. Lonsec Holdings chair Jeff Bresnahan said both Haynes and Knox have successful track records in growing businesses. Haynes is incredibly well respected for his strong client and staff focus as well as proven execution ...

Bell AM recruits senior global equities analyst

HARRISON WORLEY  |  THURSDAY, 5 APR 2018
... added: "As global share market volatility continues, we are experiencing strong demand for strategies with long track records and resilience across all market cycles. In a rising interest rate environment, investors are looking for strategies that will ...

Chief economist update: Just a hiccup in a rising trend

BENJAMIN ONG  |  WEDNESDAY, 28 MAR 2018
... proportion of respondents since November 2016 (30.9%). We were all witnesses (many of us winners) to Wall Street's surge to new records. Consumers may not be good at predicting Wall Street's direction but they sure do impact overall economic growth - ...

GBST and super fund collaborate for tax relief

JAMIE WILLIAMSON  |  MONDAY, 19 MAR 2018
... Super is among the first to do so and can now see members' positions prior to the change, enabling them to maintain tax records that have tagged those tax parcels that have been nominated as eligible for CGT relief. This will ensure ongoing maintenance ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... The study highlighted investment platforms are progressing well in two key areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts are gaining traction largely ...

ASIC seeks Deloitte to liquidate SMSF business

ALEX BURKE  |  TUESDAY, 27 FEB 2018
... the Superfunded Trust; is not ensuring investment loans are being serviced; and "has what appear to be inadequate books, records and financial accounts." The application is listed for hearing in the Federal Court in Perth on April 10.

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... adviser can categorise as much as 95% of client expenses automatically, cutting down time spent on manually assessing client records. "We can pull out one large lump sum, export information and identify anything we are unsure about. Instead of the client ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Financial advice licensees can now upload templates for Records of Advice to the HUB24 platform, allowing increased efficiency when trading and generating ROAs for clients. The integrated ROA solution is the latest in a raft of upgrades to HUB24's functionalities ...

Netwealth signals managed account growth, business upgrades

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
... capture transactional data and provide a complete view of a client's wealth. In December the platform introduced SMART Records of Advice (ROAs), which allow financial advisers and other intermediaries to customise and automate ROAs for multiple clients ...