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Showing 471 - 480 of 1866 results for "broker"

Digital engagement boosts investing demand

KARREN VERGARA  |  TUESDAY, 12 MAR 2019
Investors are increasingly relying on social media platforms and a new generation of brokers to meet online investing demand, a new survey shows. Investment Trends' latest Online Broking Report found investors are turning to blogs and online forums ...

New retirement loan launches

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A new debt product that facilitates funding needs for financial advisers' retiree clients has launched. Household Loan, backed by specialist retirement funding provider Household Capital, enables retirees to draw equity from the family home to fund ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
Financial planners are increasingly repositioning themselves as asset allocators instead of stock pickers, according to Investment Trends. The research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) ...

YBR in trading halt, flags loss

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... enacted within two or three years, Commissioner Kenneth Hayne said. "The borrower, not the lender, should pay the mortgage broker a fee for acting in connection with home lending." YBR expects the audited half-year report to be lodged before the Corporations ...

Labor responds to Royal Commission final report

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
... next month are agreed to, Bowen said. The only recommendation Labor will look to water down is in relation to mortgage broker remuneration. "Labor will deal with the Royal Commission's key concerns with mortgage broker remuneration, namely conflicted ...

Platform acquisition boosts Bell Financial results

KARREN VERGARA  |  THURSDAY, 21 FEB 2019
... is the online broking platform is used by retail clients (Bell Direct) and financial planners and institutions (Desktop Broker). The technology is also white labelled by HSBC, Macquarie and Bell Potter Online. Managing director Alastair Provan said ...

Zurich awards $100m passive mandate

KANIKA SOOD  |  MONDAY, 18 FEB 2019
... working with the Zurich team to deliver on this mandate." Separately, Zurich recently created a new role of head of deal and broker management, to support its trading capability and broker engagement. "The focus of the new role will be working with Zurich's ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
Financial product distribution is likely to be disrupted as the Federal Government looks to implement the recommendations of the Royal Commission's final report. Latest insights from Roy Morgan show intermediaries account for the distribution of about ...

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
Cardena Private Wealth has appointed Ray Djani as managing director. Djani was nominated to the newly created role after holding a position on the board of the boutique wealth management and advisory firm and working as a consultant for the past three ...

Fund managers embrace China exposure: Zenith

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... analyst Thushani De Silva said the inclusion in mainstream international equities benchmarks will likely result in increased broker research and greater liquidity. "As more China A-Shares are introduced, the composition of the emerging market index will ...