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Showing 311 - 320 of 1125 results for "accountant"

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... independent financial planner/adviser were the most satisfied at 71.3% (up 5.6%), followed by those who purchased through an accountant at 68.8% (2.8% increase). Financial planners working for financial institutions ranked third at 68.4% - up 4.9% on ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
It's only a matter of time before institutional advice licensees open up their approved product lists as they try to compete with the growing popularity of the non-aligned space. HUB24 managing director Andrew Alcock believes the ongoing impact of the ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Managed Accounts Holdings welcomed two new directors to its board in light of its recent acquisition of Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
After former chief financial officer John Collier resigned from CountPlus in August, the accounting and wealth firm has confirmed his replacement. Laurent Toussaint will join CountPlus in January; acting chief financial officer will operate in the role ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Myprosperity has partnered with an ASX-listed investment and superannuation platform provider to give clients whole-of-wealth solutions. Clients can now access HUB24 assets via myprosperity. HUB24 director of strategic development Jason Entwistle said ...

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Self-managed super funds can now obtain quotes and review life insurance policies via SMSF admin software Simple Fund 360. Parent company BGL Corporate Solutions appointed AIA Australia as the underwriter and Australian Group Insurances (AGI) to provide ...

Spaceship appoints new portfolio manager

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... where he was also a portfolio manager. Prior to that, he was an equities analyst at Platypus Asset Management, a senior accountant at KPMG and an eCommerce manager at Opal Plus. Commenting on Sedawie's appointment, a Spaceship spokesperson said: "We're ...