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Showing 541 - 550 of 981 results for "Registered"

Banks can offer fintech an olive branch

EMMA RAPAPORT  |  MONDAY, 1 MAY 2017
... confusion and fear in this area." Following its official Australian launch in February 2016, the US-based fintech has registered more than 180,000 sign-ups. About 30% of Acorns customers are also customers of CBA. Co-founder of financial planning fintech ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... standard required as of 1 January 2019. Wilson said Monarch was chosen by knowITdigital for its standing as an established registered training organisation that provides high quality educational content. "The philosophy of Monarch resonated with us because ...

Deadline looming for adviser tax registration

KARREN VERGARA  |  WEDNESDAY, 29 MAR 2017
... director and financial planner Julie Berry told industry colleagues at a recent conference that if they have not yet registered with the TPB, they have until 30 June to apply for a transitional registration. Financial planners and advisers who provide ...

Adviser cybercrime insurance launches

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... management provider are launching an insurance policy aiming to protect advisers against cybercrime. Financial advisers registered on the Adviser Ratings platform will be eligible to take out cyber liability insurance with Aon, which includes a tailored ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
... their existing client base onto the platform. "The clients will still receive bids to answer their questions from all registered advisers, but the firm could pay us to be at the top of that list so when the bids come in, the client would see their offering ...

MLC Life Insurance upgrades underwriting

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... Professionals Package to newly qualified professionals - such as accountants, solicitors and medical professionals - registered or licensed within the last three years and allowing an Agreed Value endorsement with no financial information required at ...

BT Panorama adds super and insurance

ALEX BURKE  |  MONDAY, 27 FEB 2017
... Panorama platform, which began as a cash hub in 2014. It now services more than 3300 self-managed super funds and is registered with about 3000 advisers. By funds under administration, BT is now the industry's top retail platform provider. The platform ...

DomaCom gets ASIC tick for bond crowdfunding

ALEX BURKE  |  TUESDAY, 7 FEB 2017
... the DomaCom property portfolio. They will offer a yield of 3.54% over the RBA cash rate with the security of a first registered mortgage and a loan-to value ratio (LVR) of less than 50%." "Mortgage Bonds will usually have a fixed term of 5 years and ...

ATO calls time on SMSF safe harbour rules

ALEX BURKE  |  MONDAY, 30 JAN 2017
... arm's length lender whose status can be verified by third party evidence. The loan will also need to be supported by a registered mortgage or security over the relevant asset. If the LRBA is not consistent with the above, it will need to be wound up. ...

Contango joins forces for large-cap ETP

ALEX BURKE  |  WEDNESDAY, 25 JAN 2017
... well-rounded fund manager, and so we're pleased to be part of this new venture," he added. Switzer Asset Management was registered in 2007 and launched by Australian entrepreneur Peter Switzer, founder of the Switzer Group. It is run jointly with Con ...