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Showing 361 - 370 of 397 results for "Portal"

St.George launches 360 cash products

MEDIA RELEASE  |  TUESDAY, 10 AUG 2010
... community to recommend to their clients," he said. Brokers or advisers will also have access to the bank's dedicated adviser portal providing all the information required to establish new accounts, view the latest interest rates, commission reports ...

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
... maintain that relationship - rather than using a broker of our choosing." By comparison, other competitors tend to offer one portal when providing share-trading facilities, he argues. Another key element to the new offering is a $500,000 cap to the clients' ...

SMSF education gains traction

COMPANY RELEASE  |  WEDNESDAY, 16 JUN 2010
... over 17,000 page views. The site is being introduced as an online resource centre for SMSF Trustees and is an educational portal in line with the preliminary report of recommendations made by the Cooper panel last month. Its point of differentiation ...

Local jobseekers enjoy strong executive search market

MICHELLE BALTAZAR  |  FRIDAY, 28 MAY 2010
... are also signing guarantee payments to retain new staff over one to two years. A separate survey by AESC's recruitment portal Bluesteps.com suggested 41 per cent of executives across all industries, not just financial services, are dissatisfied with ...

OneVue and BGL to white label UMA

MICHAEL HOBBS  |  TUESDAY, 13 APR 2010
... UMA Select includes an investment menu that integrates a separately managed account (SMA) within a complete solution. "Portal by BGL, Simple Fund and OneVue's transaction and administration system have created a cost effective, end-to-end adviser proposition," ...

Click rates rise at ESI Super website

COMPANY RELEASE  |  WEDNESDAY, 31 MAR 2010
... role of its website in communicating directly with its members. In particular, the fund is ramping up its dedicated member portal called Member Online Access. "It's clear that the GFC, growing financial literacy and potential changes to superannuation ...

New website for Macquarie advisers

COMPANY RELEASE  |  WEDNESDAY, 24 MAR 2010
... initiative for intermediaries to help them improve their business. The head of Macquarie Adviser Services, Tony Graham, said the portal was part of a staged program to provide easier access to information for advisers. "With new needs-based navigation ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... Sentry's more than 185 practices, which encompass 330 financial advisers, access to iRate, van Eyk's investment research portal, as well as investment consulting advice for model portfolio creation. Each individual financial planning practice firm in ...

FPA calls for whistleblowers and more planner education

MICHAEL HOBBS  |  THURSDAY, 19 NOV 2009
... to collate and manage the information and reports. FPA members and the community will be able to access FPA Confidential portal on the association's website after the conference concludes. "We can't act on rumours but we can act on evidence and information," ...

SMSFs tip more into international equities

RUTH LIEW  |  TUESDAY, 3 NOV 2009
... for managing SMSF client assets. Over $130 million of this money is invested through the managed accounts administration portal that Multiport provides to financial advisers.