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Showing 551 - 560 of 1866 results for "broker"

Praemium data feeds added to BGL platform

KANIKA SOOD  |  MONDAY, 19 MAR 2018
... Ron Lesh said his team has been adding new data feeds every month. "Over the past 12 months we have added numerous bank, broker, wrap and platform data fees bringing the total number to an industry leading 200+ integrations," Lesh said. The company released ...

Financial advice under the Royal Commission spotlight next month

ALEX BURKE  |  TUESDAY, 13 MAR 2018
The Royal Commission will set its sights on the financial advice industry in April, with the first hearing taking place on the 16th. The first round of public hearings commenced today and focused on consumer lending practices regarding credit products ...

AMP head of retail sales departs

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
... operations so as to create "create specialist roles aligned to our wealth management and insurance businesses, and bringing our broker and adviser bank sales teams together." "In a market with increasingly differentiated offers, this will allow the teams ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Complex cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning. Australian Unity Trustees national manager, estate planning, Anna Hacker describes cryptocurrency as ...

Northern Trust appoints head of Australasia

ALEX BURKE  |  THURSDAY, 1 MAR 2018
Northern Trust has appointed a new head of its Australasia business, succeeding Madeleine Senior. Angelo Calvitto will take over responsibility for Australia, New Zealand and the Pacific Islands, having joined Northern Trust in 2008. He was most recently ...

YBR's wealth arm gaining ground

KARREN VERGARA  |  MONDAY, 26 FEB 2018
... the strength of our network. In an environment of increased regulatory requirements, we have invested in training for our broker partners," YBR said. It has also launched a new online learning hub for its adviser network to equip them with the skills ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... year-on-year. Bell FG managing director Alastair Provan said the results demonstrate that "we are not simply a traditional broker relying on day-to-day revenue from secondary market execution." "While revenue from secondary market execution is extremely ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
About one in 10 financial advisers swapped their licensee in 2016-17 - and 56% of these either stayed in or migrated to non-institutional options, according to Rainmaker research. Another third of those 2100 advisers migrated to institutional licensees ...

FSC launches asset manager governance regime

ALEX BURKE  |  FRIDAY, 16 FEB 2018
In response to ongoing scrutiny into the internal governance standards of Australia's asset management industry, the Financial Services Council has commenced its Principles of Internal Governance and Asset Stewardship regime. The FSC heralded the regime ...

Crypto hype drives new partnership

JAMIE WILLIAMSON  |  THURSDAY, 15 FEB 2018
An SMSF administrator is teaming up with a cryptocurrency brokerage firm to help investors achieve greater portfolio diversification. A new partnership between Xpress Super and Bitcoin Trader will provide SMSF investors with access to five of the top ...