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Showing 331 - 340 of 1874 results for "broker"

Trading platform partners with Sharesight

KARREN VERGARA  |  TUESDAY, 1 DEC 2020
A new trading platform has partnered with Sharesight to provide portfolio and tax reporting to retail investors. Marketech Focus, which soft launched in June, has revamped its digital infrastructure to allow investors to track portfolio performances ...

ASIC prepares industry for claims handling law

KARREN VERGARA  |  FRIDAY, 27 NOV 2020
The corporate regulator has released more information to help life insurers and financial advisers adapt to new regulation when handling insurance claims. ASIC's information sheet and consultation paper C12 Proof: Claims Handling and Settling Service ...

Nabtrade brokerage to support rural youth

ELIZA BAVIN  |  THURSDAY, 26 NOV 2020
Nabtrade has announced it will donate a day's brokerage to support an organisation supporting the community. Rural Aid will receive the donation this year. It was established in 2015 and provides holistic support to rural Australia and is one of the ...

Financial adviser reference checks under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... collections and bank-teller activities but only when that individual is seeking to become a financial adviser (or mortgage broker) at the new licensee. In June this year, ASIC banned one financial adviser for five years after he had cycled through seven ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
... subsidiary Fidelity Institutional to wealth management firms, including registered investment advisers, family offices and broker-dealer firms. Fidelity Institutional head of investment and managed solutions Gary Gallagher said advisers have been waiting ...

Loftus Peak lists active ETF

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... explore new ways to attract investors. Structuring the Fund [ASX: LPGD] as a quoted fund provides distribution access to broker-directed clients - which in turn can mean access to the $730 billion SMSF market," Equity Trustees global head of business ...

Chief economist update: Not out of the woods

BENJAMIN ONG  |  FRIDAY, 30 OCT 2020
The US has reversed its biggest economic contraction in history with the sharpest recovery on record. The US Bureau of Economic Analysis (BEA) reported that the country's GDP increased at annualised rate of 33.1% in the September 2020 quarter following ...

Wealth platform adds to board

KANIKA SOOD  |  TUESDAY, 20 OCT 2020
... working with Stropro to realise the full potential of this important investment platform." Mortgage Choice is an ASX-listed broker for mortgages and business loans. It has been building a financial planning business and recently rebranded the divisio ...

Financial advice more important than ever: HUB24

ELIZA BAVIN  |  TUESDAY, 13 OCT 2020
HUB24 said financial advice is more important than ever as it posts record inflows and signs close to 30 new licensees in the September quarter. Staging a $260 million bounce back after it suffered from the impacts of COVID-19, funds under administration ...

Superhero sets eyes on managed accounts

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
Newly launched trading platform Superhero has revealed it has the functionality to offer managed accounts to investors, and would be looking into developing this and an APL further in the future. The platform, which launched at the beginning of September ...