Search Results | Showing 361 - 370 of 397 results for "Portal" |
| | | ... 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 ... |
| | | | ... 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' ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
| | | | ... 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 ... |
| | | | ... 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'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 ... |
| | | | ... 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," ... |
| | | | ... 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. |
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