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Showing 341 - 350 of 2254 results for "Roll"

ASIC bans Queensland adviser

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
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 ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
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 launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
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 ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
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 ...

Sentinel launches Aussie BTR platform

CHLOE WALKER  |  TUESDAY, 28 FEB 2023
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 ...

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
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 ...

Regulators sound alarm on cybersecurity, fraud in super

ANDREW MCKEAN  |  FRIDAY, 24 FEB 2023
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 ...

The unprecedented economic forces shaping the world

ANDREW MCKEAN  |  THURSDAY, 23 FEB 2023
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 ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
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 ...

Australian Retirement Trust, AvSuper sign merger MoU

JAMIE WILLIAMSON  |  WEDNESDAY, 15 FEB 2023
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 ...