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Showing 301 - 310 of 680 results for "Records"

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... fixed income, equities and foreign exchange research and be able to view the pricing transparency of equities and custody records through our online platform, J.P. Morgan Markets," Gray said. Praemium chief executive Michael Ohanessian said the platform ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... advisers that will also allow them to screen share documents and applications, record advice discussions and return all records of meetings directly to the client's file in XPLAN. IRESS product executive, wealth management, Emily Chen said clients are ...

AFA launches mental health service

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... They think it's a stigma, they think 'I'll just get on with it', or they think it will be a strike against their medical records." Kewin said mental wellbeing is something the association has seen a lot of "and it's starting to really become part of ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... of Adelaide found. The survey found the 1000 participants predominantly own social media accounts, emails and banking records. Digital assets also include iTunes accounts, medical records, domain names, online businesses and bitcoins. This lack of understanding ...

Not happy enough

BENJAMIN ONG  |  THURSDAY, 14 SEP 2017
... years will be better, worse or the same? Is this a good time to buy major household items? The Westpac-MI survey also records Australian consumers' assessments of future unemployment and their expected inflation over the coming year. Each quarter, Westpac ...

Platinum covers cost for new listed funds

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... gain ready access to the existing underlying funds' larger pools of capital that have excellent long-term performance records. In addition, investors will know at the time of making the investment the indicative price they will pay through intra-day ...

Centrepoint Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
Centrepoint Alliance is on the hunt for a new managing director and chief executive following the resignation of John de Zwart. Announced today in tandem with the group's annual results, de Zwart will leave the company in November after four-and-a-half ...

Wages separate businesses from consumers

BENJAMIN ONG  |  THURSDAY, 10 AUG 2017
... conditions in July were at their best levels since before the GFC (January 2008). But consumer moods are also tracking 2008 records...on the downside as observed by Westpac chief economist Bill Evans: "We have not seen such a succession of weak reads ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... the firm implemented SMA model portfolios of exchange-traded funds. With about 360 clients, this eliminated the need for records of advice (RoAs) when a change in asset allocation was enacted. "If we assume that each RoA takes two man hours and each ...

Mystery buyer for $800m Aussie bond record

EMMA RAPAPORT  |  THURSDAY, 6 JUL 2017
... Financial Management on Wednesday. It is reported to be the largest single purchase of Treasury Bonds based on auction records dating back to 1982. Of the $800 million in bonds offered to the public, 42 bids were made and one successful bidder secured ...