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| | | Rainmaker Information has rebranded the RainmakerLive terminal to Rainmaker MarketPro and introduced several key product updates. "Rainmaker MarketPro is the only local source of data and insights for wealth managers that is backed by global technology ... |
| | | | ... will act as the licensed financial adviser and can provide real-time advice, based on the users' personal financial information that they have input into the system. After issuing, a Statement of Advice (SoA) will be created. Ask Otivo is powered by ... |
| | | | ... and private equity access to sophisticated investors, Equity Story said. Equity Story provides stock market trading information, wealth advice, research, investor education, funds management and capital markets services. As executive chair, Gow will ... |
| | | | ... income, homeowner status, relationships status - the reality is that super funds generally don't hold much of this information on their members," Abood said. "It's one of the most important and highest-cost areas where a professional adviser ... |
| | | | ... logo, and "brand identity," reflects its journey from supporting the mortgage industry to being a "leader" in property information. Cotality chief executive and president Patrick Dodd said the property system underpins the prosperity of individuals ... |
| | | | ... representatives will keep appropriate records on file to demonstrate their compliance with legislative requirements, but this information does not need to be provided to the client unless requested, in line with the Privacy Act 1988, " the draft legislation ... |
| | | | ... Vanguard ETFs have recorded the most consistent inflows of any manager over the past two years, according to Rainmaker Information. Over the two years to December 2024, monthly net flows to its ETFs showed an autocorrelation of 0.59 - a statistical measure ... |
| | | | ... undergo a medical examination by the employer's doctor of choice and give up their right to privacy of medical information. We are advising AMP workers not to sign." McPherson said important rights were also omitted from the new agreements including ... |
| | | | ... HeirWealth chief executive and founder Ray Tubman said the partnership will provide the Sydney-based broker detailed information about its clients for better insights and services. It is expected that round $3.5 trillion will swap hands in the wealth ... |
| | | | ... where it should be. "The big nut to crack is how we ensure that more Australians have access to financial advice and information, and that's what the second tranche of our reforms are all about," Jones said. "It's about a new class of adviser ... |
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