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Showing 311 - 320 of 583 results for "Directed"

SuperConcepts ramps up digital transformation

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
... faster access to assets, in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending.

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... which he was the trustee and executor. The transfers took place between 29 December 2008 and 12 July 2016 and were also directed to bank accounts in the name of Advice 4 Wealth. Smith was an authorised representative of Futuro from 10 October 2008 to ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
... "Enhancing our financial advice platform will improve the member experience and lift the fund's advice capabilities, both self-directed and through our advisers," Thow said. Requests for tender are due to close on 15 December, with the preferred vendor ...

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... to use precious funds and resources for fundraising projects and activities, so a much greater portion of funds can be directed to community members in need." Advisers can ensure their clients are capable of making the recurring donations they want to ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... faster access to assets, in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending. Existing SuperMate or SuperConcepts SMSF administration ...

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... market capitalisation of $26.1 million. "Since we launched five years ago, we have gone from strength to strength and self-directed investors have really embraced our offering with our disruptive trading platforms continuing to gain traction and market ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
... capabilities into the investment sector," Ward said. "With our two-tier offering, targeting the country's growing number of self-directed investors, we are uniquely positioned at the forefront of this second evolution with our differentiated technology ...

Charter Hall launches fund, backs consumer spending

DARREN SNYDER  |  THURSDAY, 2 NOV 2017
... fund will be positioned for retail investors including high-net-worth, self-managed super fund (SMSF) trustees and self-directed or advised investors. Stacker said the fund has a headline forecast income yield of 6.89% per annum plus the prospect of ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... how to best utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit ...

ASIC outlines industry funding costs

ALEX BURKE  |  MONDAY, 9 OCT 2017
... based on the value of assets in all unregistered managed investment schemes issued by the trustee. Operators of investor directed portfolio services will pay a minimum levy of $10,000 which will be graduated based on revenue from activities. For Australian ...