Search Results | Showing 491 - 500 of 734 results for "COIN" |
| | | 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 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
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