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Showing 11 - 15 of 15 results for "Boutique Advisers"

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... provide that," she said. The pressure to comply with the Future of Financial Advice (FoFA) reforms has led to some boutique advisers seeking protection under the wings of bigger dealer groups. "Am I going to be a full time licensee or a full time adviser?," ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... customer facing staff. Visor is suite of financial planning tools and software solutions for independent or boutique advisers, and is based on Rubik's COIN financial planning software system that Rubik purchased from Macquarie in 2012. COIN is a technology ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
... one differentiating factor is while Bendigo SmartStart Super is low in cost, it will have a high end support. "Boutique advisers are struggling to under margin squeezes and process efficiencies...advisers need back end support and we will work with them ...

Henderson Maxwell moves to managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 26 MAR 2009
... have since approached him who wanted to set up a similar managed account system. "We're seeing this lead from boutique advisers who are giving strategy-first [rather than product driven] advice and this is where managed accounts is starting to add value ...

Coin rolls out insurance in updated software

KATE HAGE  |  WEDNESDAY, 11 OCT 2006
... the underinsurance gap in Australia and are trying to address it. Coin has signed over 50 dealer groups and boutique advisers to its INC product that was rolled out to existing Coin users along with the updated version 2.5 software. Coin managing director ...
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