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Showing 5411 - 5420 of 9821 results for "Advisers"

CFS launches app for advisers

DARREN SNYDER  |  TUESDAY, 9 FEB 2016
... State (CFS) has launched a new mobile app on both Apple and Android devices that aims to cut down the time financial advisers spend on administration. The initial app release allows advisers who use CFS platforms to have free access to FirstTech content ...

Perpetual launches wholesale global equity fund

ALEX BURKE  |  MONDAY, 8 FEB 2016
... Australia," said Perpetual global equities portfolio manager Garry Laurence. "As a result of this, some investors and their advisers may be concerned about the impact of an appreciating Australian dollar, which can have both a positive and negative impact ...

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
... functionality and a more modern, fresh look. Our thinking is that the easier to use we make our software, the more time advisers will have to do what they do best - spending time with clients and building relationships." This follows on from AdviserLogic ...

Core holdings will be lacklustre in 2016: SSGA

MARK SMITH  |  THURSDAY, 4 FEB 2016
The core of every investor's portfolio is going to be lacklustre in 2016, said State Street Global Advisers head of investments Kevin Anderson at the Financial Standard Chief Economists Forum in Sydney. The markets expert said investors need to make ...

ASIC bans ex-NAB adviser

ALEX BURKE  |  THURSDAY, 4 FEB 2016
... and benefited financially from doing so. "ASIC's action against Mr Thompson should serve as a lesson to any financial advisers committing similarly brazen misconduct: ASIC will ban you," said ASIC deputy chair Peter Kell. This ban forms part of ASIC's ...

Advisers under the Periscope

MICHELLE BALTAZAR  |  THURSDAY, 4 FEB 2016
... annual Business Innovation and Social Advice Summit hosted by The Social Adviser is kicking off next week, with financial advisers given the option to follow select sessions through Periscope. Periscope is the new livestreaming video app launched by ...

AMP updates SMSF platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
... interface and refined client insight capabilities. "We've designed the platform to provide accountants, administrators and advisers with data analytics as part of a new Business Home Dashboard - the first of its kind in the market," Groeneveld continued. ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...

ANZ reduces 146 Oasis staff in Macquarie partnership

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
ANZ and Macquarie have partnered to develop a new wrap platform for ANZ advisers. Under the agreement, Macquarie will take effective stewardship over ANZ subsidiary business Oasis, with ANZ staff being reduced over the next 18 months as administration ...

AFA makes three senior appointments

ALEX BURKE  |  TUESDAY, 2 FEB 2016
The Association of Financial Advisers has made three key appointments. The first, Troy Nutley, joins the AFA as senior adviser, policy and professionalism. Prior to the AFA, Nutley held roles at Centrepoint Alliance and the Financial Ombudsman Service. ...