Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 291 - 300 of 869 results for "Accountants"

EQT reshuffles following strong result

JAMIE WILLIAMSON  |  TUESDAY, 20 SEP 2016
... Ryan Watts is now a senior fund administrator; and David Ziatas and Jim Alateras have both been promoted to senior accountants. The RE provider is now looking to Asia, believing it is well placed to service the growing fund manager market there. "We ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
... Operator to deliver managed account and direct client portfolio services to financial advisers, and Rubik to provide accountants holding limited licenses with advice technology.

CBA offers $9.4m in compensation

ALEX BURKE  |  MONDAY, 5 SEP 2016
... more") is reviewed by assessors. That review is then re-reviewed by "senior staff," and then a team of 25 forensic accountants calculate the investment performance resulting from the advice provided; if the customer has been found to be negatively affected ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Stockspot has developed a partnership programme for advisers, accountants and other professionals to be launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's ...

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... profitability and delivering better client service." Earlier this month Class also partnered with Rubik to provide accountants with advice technology following the implementation of regulation requiring them to obtain a 'limited' AFSL to continue advising ...

Schroders joins exchange-quoted managed fund game

MARK SMITH  |  TUESDAY, 16 AUG 2016
... the need to change their portfolios to achieve future investment outcomes. Doyle said GROW would target brokers and accountants as well as direct investors - as the fund responds to a number of common issues faced by SMSF and higher net worth investors ...

Fiducian appoints new director

ALEX BURKE  |  MONDAY, 15 AUG 2016
... secretary of the audit and risk management committee. Before that, he was a partner at Sothertons Sydney Chartered Accountants and a senior audit manager at Pannel Kerr Forster. In a statement, Fiducian chair Robert Bucknell said: "We look forward to ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... planners since 2007. Vanguard Australia head of distribution, Michael Lovett, said under new licensing rules the roles of accountants and financial advisers were evolving and there will be an ongoing challenge for advisers to find and retain new SMSF ...

Transparency key for sophisticated investment

KERRIE SYDEE  |  TUESDAY, 9 AUG 2016
... Sophisticated Access is the home of Cygura, an online portal that provides a certificate registry for sophisticated investors, accountants and the certificate user such as a financial adviser or fund manager. Cygura allows accountants to electronically ...