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Showing 31 - 40 of 52 results for %22Unified Financial Services%22

AFA names finalists for the Adviser of the Year Award

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
... Retire; Jenny Brown, JBS Financial Strategists; Dennis Jones, Beacon Wealth; Michelle Tate, Lovery Unified Financial Services, and David Clark of Clark Pacific Financial Services. Richard Klipin chief executive at the AFA said that the future of advice ...

OneVue eyes insto investor for global growth

RACHEL DAVIS  |  WEDNESDAY, 2 NOV 2011
... expansion plans, hence the decision by the board to proceed in acquiring a minority shareholder," said McKeage. "With our unified managed account (UMA) platform boasting ten consecutive months of positive net funds flow amidst turbulent market conditions ...

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
... Platform provider OneVue said talks are at an advanced stage with several new dealer groups and accounting firms to make its unified managed account platform available to them. Adviser groups currently using the OneVue unified managed account (UMA) functions ...

Planning industry unified on commissions: AMP

ELISE BURGESS  |  FRIDAY, 9 SEP 2011
The Australian planning industry is more unified on the issue of commissions than sister global markets such as Canada and United States, although there are lessons to be learned, according to AMP head. Steve Helmich, AMP's director of financial planning ...

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
... themselves, should expect a counter-response to further strengthen the package." Connie McKeage, chief executive of independent unified managed account platform OneVue, said those benefiting from conflicted remuneration should be celebrating that they ...

ASIC retains key role as fin planning regulator: Shorten

ELISE BURGESS  |  FRIDAY, 11 FEB 2011
... under a new model. The Treasury stipulated that ASIC's role would be collaborated by the Tax Practitioners Board to create unified standards between tax agents and financial planners who deliver tax advice. The Minister for Financial Services and Superannuation ...

Planners select HUB24

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
The managed accounts sector wins a fresh batch of advocates after unified managed accounts provider HUB24 signed five dealer groups, representing $650 million in assets, to its UMA platform. The dealer groups, some using managed accounts for the first ...

Bendigo and Adelaide Bank completes Linear deal

ELISE BURGESS  |  WEDNESDAY, 3 NOV 2010
... financial institutions buying up stakes in asset management firms. Last month, boutique stockbroker Investorfirst acquiring unified managed account (UMA) provider HUB24 in a scrip-for scrip deal worth $20 million. Investorfirst said the transaction was ...

INQ buys HUB24 for $20 million

MEDIA RELEASE  |  TUESDAY, 26 OCT 2010
Boutique stockbroker Investorfirst has acquired unified managed account (UMA) provider HUB24 in a scrip-for scrip deal worth $20 million. Investorfirst said the transaction was part of its shift towards becoming an "integrated financial services house" ...