Search Results | Showing 21 - 30 of 52 results for %22Unified Financial Services%22 |
| | ... solutions. Under the arrangement, a new white label will be developed with final agreements to be signed involving the e-Clipse Unified Managed Account and e-Clipse Super services, which together currently hold around $650 million on behalf of Fortnum's ... |
| | | ... offerings encompassing managed discretionary accounts, individually managed accounts, separately managed accounts and unified managed accounts. A major feature of the report is explaining how these evolved, their regulatory structure, how the segments ... |
| | | ... reporting requirements on SMSF clients, it is essential for portfolio managers to be confident they hold a real-time, unified view of the SMSF." Class Super chief executive Kevin Bungard said: "the integration between XPLAN and Class Super means that ... |
| | | ... differed from other platforms by being a "one-stop shop" for major life activities. Zerbes said that Global One was a "unified managed account plus" at a cost of of $27.50 per month plus 0.1025 per cent a year. It offers Australia's first direct property ... |
| | | OneVue has added two new investment options to its Unified Managed Account platform as part of its strategy to ensure greater compliance with the Future of Financial Advice (FoFA) reforms. The platform will offer two separate investment package options ... |
| | | ... was chief executive of Australian Financial Services (AFS), also announced that the group has signed on to use OneVue's Unified Managed Account (UMA) investment platform. Daly said Beacon was attracted to the fact OneVue is not institutionally aligned ... |
| | | ... MDA, a necessary move since in the past operators have disregarded managed accounts because they are not operated under a unified structure, which brings questions of whether they are safe or not. "A more regulated sector might encourage more people ... |
| | | ... best interest," said Mark Rantall, chief executive of the FPA. Michelle Tate-Lovery of Carlton-based Unified Financial Services won the FPA Certified Financial Planner Professional Best Practice award. Tate-Lovery has contributed to the FPA Transition ... |
| | | ... Pacific), Jenny Brown (JBS Financial Strategists), Dennis Jones (Beacon Wealth) and Michelle Tate-Lovery (Unified Financial Services). "This journey has been both amazing and exhilarating and part of that has been through forming new friendships with ... |
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