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Showing 491 - 500 of 734 results for "COIN"

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
Equipsuper is building on its intra-fund advice model, creating the Member Adviser service where super members can seek limited financial advice and a statement of advice for a one-off fee of $75. Equipsuper's 54,000 members can now access general ...

Mason Stevens launches leveraged product

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Mason Stevens has launched a new capital protected structured product that allows investors to walk away from under-performing stocks. In conjunction with UBS, Mason Stevens has developed the Equity Insulator Instalment, which will be available to investors ...

Russell adds to industry funds consultancy

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
Russell Investments plans to help industry and government funds retain members with the appointment of a new director and the launch of an additional consulting service. Michael Clarke joins Russell as managing director, industry and government funds ...

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
... Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for the ...

Vow appoints wealth head

MATT WOODINGTON  |  WEDNESDAY, 4 MAY 2011
Mortgage broker Vow Financial has made two appointments to coincide with the launch of its new wealth management business. Justin Dale will lead Vow Wealth Management, a joint venture with financial planning firm The Selector Group, while Leighton King ...

Macq coins onto mortgage agenda

ELISE BURGESS  |  MONDAY, 11 APR 2011
... mortgage broking or referral services to their clients on their agenda, leading Macquarie to launch a mortgage module for COIN Office. The new module provides tools that will assist advisers to meet new National Consumer Credit Protection (NCCP) requirements. ...

Adviser award highlights need for women-centric advice

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
Concerns about the number of Australian women lacking adequate insurance and retirement savings are behind a new award for female financial advisers. The Association of Financial Advisers will launch the AFA Female Excellence in Advice Award in conjunction ...

MDAs to expand SMSF footprint

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
... structure, branding and portfolios,' said Phillip Thomas, group general manager at IAS. The IAS solution is used for datafeeds to Coin, Visiplan and XPlan and is in the final stages of being able to be rolled out for AdviserLogic while the group has ...

Oil outlook flips on economy flop

BENJAMIN ONG  |  FRIDAY, 11 MAR 2011
Dateline 11 March 2011. The "Day of Rage." This was supposed to happen in Saudi Arabia, its end game anticipated to determine of what goes after in the MENA region, the price of crude and the outlook for the global economy. Pure coincidence perhaps ...

Paraplanners master SoAs with COIN

MATT WOODINGTON  |  TUESDAY, 22 FEB 2011
Financial planning software provider COIN has launched training courses for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced ...