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Showing 321 - 330 of 1125 results for "accountant"

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... part of a strategy to make BT Panorama more accessible to accountants. According to the 2017 Investment Trends SMSF Accountant Report, two-thirds of accountants want better accounting/planning software integration and collaboration tools to make it easier ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
Plenty Wealth, a robo-adviser that combines human advice has officially launched. Co-founders Josh Golombick and Greg Einfeld said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated ...

Regal farewells co-founder in board makeover

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... corporate experience across a range of sectors, including regulated financial services businesses. Parbery is a Chartered Accountant and a founding partner of PPB Advisory, while Honey is a former partner of McGrathNicol and KPMG Australia. Meanwhile ...

Pinnacle boutique launches $250m LIC offer

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... capacity constraints. SEC will initially pay the offer costs - including all establishment costs, legal and investigating accountant fees - and these will then be recouped from Spheria itself. The SEC portfolio will typically hold between 20 and 65 securities ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Countplus provided an update on its divestments in underlying member firms at the same time as appointing two new managing principals. The ASX-listed diversified wealth management group noted that a member firm, Twomeys, underwent a restructure with ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
... 14% said an adviser was their only wealth management source, while others cited their bank, solicitor, super fund and accountant being among the myriad of resources. On average, people identified 2.5 different sources of financial information about r ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Munro appoints new portfolio manager

EMMA RAPAPORT  |  TUESDAY, 19 SEP 2017
... at Pictet Asset Management in London, where he worked for 10 years. Prior to this he held the position of hedge fund accountant at BlueBay Asset Management, also based in London. He will be based in Munro's head office in Melbourne and joins Nick Griffin ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
Financial services veteran Chris Cuffe is likely to add another directorship to his hat, standing for nomination to the Class board. Class chairman Matthew Quinn said the board was delighted to nominate a director for election with "such a strong background ...