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| | | Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ... |
| | | | ... benefits. They must also have no conflicts of interest or influence from any product issuer. The Association of Financial Advisers on the other hand countered that the definitions are too restrictive. AFA chief executive Philip Kewin said under ASIC's ... |
| | | | Growing demand from financial advisers to be able to work on-the-go is behind upgrades to the BT Panorama app, and its use has surged in the last 12 months. Upgrades made by BT Financial Group to the app include an external assets view, fee details ... |
| | | | Association of Financial Advisers chief executive Philip Kewin said ASIC's interpretation of the terms "independent", "impartial" and "unbiased" is too restrictive. Kewin's comments follow yesterday's news that the regulator had received legal advice ... |
| | | | ... visually represents the industry body's 119 service providers alongside key financial services regulators, includes robo-advisers Six Park and Clover, micro-investing company Acorns, and recently launched superannuation product Spaceship. According to ... |
| | | | ... undergo a number of major structural changes including strong and steady growth of the IFA market and a renewed focus by advisers who understand the need to "future proof" their business - Netwealth is well placed to partner with firms through this process," ... |
| | | | ... capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers, paraplanners and support staff. Harrison was most recently national advice solutions manager for First State Super, prior ... |
| | | | ... planning network with $1.7 billion in funds under advice. GPS Wealth, established in 2012, operates 82 practices with 123 advisers and 182 accountants throughout Australia. According to Easton, it maintains client relationships with more than 4000 self-managed ... |
| | | | ASIC has stated its position on the use of restricted terms relating to the independence of financial advisers. Following external legal advice, ASIC has clarified that phrases such as 'independently owned', 'non-aligned' and 'non-institutionally owned' ... |
| | | | ... managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests solely in individual investment-grade exchange-traded ... |
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