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Showing 371 - 380 of 869 results for "Accountants"

Brightstone to provide model portfolios with NetActuary

ALEX BURKE  |  TUESDAY, 31 MAR 2015
... the partnership will create "analytical tools and strategies" delivered through financial advisers, dealer groups, accountants and super funds. According to Brightstone managing director Robert Talevski, the superannuation industry needs a greater focus ...

HLB Mann Judd appoints director

DARREN SNYDER  |  MONDAY, 30 MAR 2015
... Judd Sydney appoint Kate Blecich as a director in Sydney's business advisory division. Blecich joined the firm of accountants and business advisers in 2011 as business performance improvement manager. She has more than eight years' experience in business ...

BT adds managed funds to platform

LAURA MILLAN  |  THURSDAY, 19 MAR 2015
... management and modelling tools for adviser and dealer groups." He added that BT has worked with hundreds of advisers, accountants and customers to design the upgrades. "BT Panorama is resonating because it is being built and designed in response to the ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... commission when moving to a new licensee started to transact. The last months of the year saw Financial Index Wealth Accountants (Findex) become Australia's largest non-aligned dealer group after acquiring Centric Wealth and Crowe Horwath. IOOF acquired ...

UBS joins mFund

ALEX BURKE  |  WEDNESDAY, 25 FEB 2015
... classes and regions." As reported in Financial Standard in January, interest in mFund is increasing with advisers and accountants, who are waiting for more funds to be added to the service.

Pro-active, timely responses avoid SMSF penalties

MARK SMITH  |  THURSDAY, 19 FEB 2015
... of the rules. "Clients don't read what you send them and they don't always understand contraventions. Advisers and accountants should call their clients before they are surprised by a phone call from the ATO." Burgess commented: "By coming to us pro-actively ...

Accountants threatened by regulation, falling profits, succession

ALEX BURKE  |  TUESDAY, 17 FEB 2015
Accountants are increasingly concerned about declining fee growth rates, succession planning gaps and their capacity to provide advice services, according to the Bstar 2015 Accountants Research Report. Succession planning is the most immediate issue ...

Accountants interested in mFund: OneVue

ALEX BURKE  |  FRIDAY, 23 JAN 2015
The mFund settlement service will drive new interest in managed funds from SMSF accountants, according to the OneVue/Investment Trends 2014 SMSF Accountant Report. 13% of survey respondents indicated they would start using mFund for their clients, while ...

Wealth Know How teams with Pro Adviser

HARRY PAGE  |  WEDNESDAY, 14 JAN 2015
... Adviser managing director Nikhil Sreedhar said the partnership would generate more free leads for financial advisers, accountants and mortgage brokers. "We are delighted to be working with Wealth Know How who are leaders in their field. We will utilise ...

Robots will take over white collar jobs first

LAURA MILLAN  |  THURSDAY, 11 DEC 2014
... fraction of the time that a solicitor can." It listed the jobs most at risk of being automated, with the first being accountants, followed by cashiers, secretaries, typists and bank tellers. Door-to-door sales, telecom installers and taxi cab drivers ...