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Showing 21 - 30 of 52 results for %22Unified Financial Services%22

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... 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 ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... 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 ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN  |  FRIDAY, 7 NOV 2014
... 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 ...

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
... 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 ...

BNP Paribas completes Nikko AM custody transfer

MARK SMITH  |  FRIDAY, 13 SEP 2013

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
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 ...

Robbie Bennetts takes stake in Beacon

MARK SMITH  |  THURSDAY, 27 JUN 2013
... 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 guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... 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 ...

FPA awards Australia's best financial planners

MARK SMITH  |  MONDAY, 19 NOV 2012
... 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 ...

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... 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 ...