Search Results | Showing 341 - 350 of 2254 results for "Roll" |
| | | ASIC has banned Queensland-based adviser Douglas Allen from providing financial services for three years. ASIC's review of Allen's advice files revealed that he employed a "layered advice" approach. The regulator discovered that his recommendations ... |
| | | | Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ... |
| | | | Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ... |
| | | | FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ... |
| | | | US build to rent giant Sentinel Real Estate has launched Kinleaf, a dedicated property management platform for its building projects down under. Kinleaf will be rolled out across existing and future communities in Sentinel's Australian BTR portfolio ... |
| | | | An unlicensed mortgage broker who misled superannuation fund members about property investing has been banned from working in financial services for eight years. Christine Betty Childs, who was the director of Think Money and Think Money Wealth Through ... |
| | | | At the annual Association of Superannuation Funds of Australia conference, financial services regulators detailed their top priorities, including cybersecurity threats and fraud in the super industry. At the ASFA conference, financial services regulators ... |
| | | | At the ASFA conference, Macquarie Capital managing director and head of global and Asia-Pacific equity strategy Viktor Shvets said he believes unprecedented economic forces will change the investment climate in the coming decades. Shvets forecasts that ... |
| | | | National Advice Solutions was convicted in a Queensland court for cold-calling consumers and trying to convince them to switch their super fund, copping a $70,000 fine. National Advice Solutions' AFSL was cancelled in December and its two responsible ... |
| | | | The two funds are considering merging, after AvSuper's plans with Commonwealth Superannuation Corporation (CSC) fell through. Australian Retirement Trust (ART) and AvSuper have signed a Memorandum of Understanding (MoU) to explore a merger, commencing ... |
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