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Showing 341 - 350 of 583 results for "Directed"

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... enable data sharing with existing financial planning software. Sahgal noted Macrovue is not a wrap platform or investor directed portfolio service, does not pool funds or combine trades and, most importantly, does not charge funds under management fees. ...

SMSFs continue hunt for information

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2016
... SMSF Suite received more than 200,000 unique visits from January to August 2016. AMP Capital's head of SMSF and self-directed wealth, Tim Keegan said the group is passionate about innovation and has invested heavily in its online offerings since 2014 ...

ASIC probe reveals 185 more CBA compo cases

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
... contacted CFP and FW after receiving letters claiming they had not received advice or that transactions had been client directed. After receiving the letters the licensees agreed the clients received advice and conducted a review of that advice. The ...

Super funds must do better digitally

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... and talk to an adviser. One of the key reasons funds are coming to us is because we are delivering an end-to-end, self-directed advice journey but we're not looking to take over - we're there to support the fund, not to disrupt them." Decimal already ...

Shadow Treasurer slams governance bill

DARREN SNYDER  |  WEDNESDAY, 23 NOV 2016
... offerings inside their respective funds as an attempt to heed the erosion of members' balances. This was a firm reminder directed at super trustees and the minister is consulting with the recently established Superannuation Industry Working Group on ...

Australian private equity driving M&A

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
... include health & allied services and child care. "Home care is the hot trend, with Government policy favouring consumer directed care. This has led to increased interest by PE in allied health services in both the aged care and disability sectors, with ...

Australian-first fund exceeds target

JAMIE WILLIAMSON  |  THURSDAY, 17 NOV 2016
... locally-managed global market neutral fund, has achieved beyond the $40 million minimum as a result of strong interest from self-directed investors. WGF provides investors with access to an actively managed portfolio of global equities in a market neutral ...

ASIC permanently bans dishonest adviser

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... a director, by not providing a report to the company's affairs, not providing information as reasonable required and directed by the liquidator and did not produce the books and records of the company. Comply with notices served by ASIC to produce documents ...

Bravura starts IPO journey

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... landscape," Mitchell said. "This ranges from launching new products, improving their efficiency, delivering mobile and self-directed solutions and managing compliance in an evolving and complex regulatory environment. Our innovative solutions directly ...

Watermark makes two key hires

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
... Singh to the role of business development manager in response to the growing demand from financial advisers and self-directed investors looking for alternative investment strategies. Singh will play a key role in supporting Watermark's growing adviser ...