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Showing 581 - 590 of 869 results for "Accountants"

Crowe Horwath eyes HNWI business

ELISE BURGESS  |  TUESDAY, 31 JAN 2012
... accounting firms are expected to increase, according to a recent white paper by CoreData which predicted an influx of accountants into the financial planning industry either through mergers or appointments. "Competition in the sector has become more ...

Macquarie partners with Class Super for SMSF offering

ELISE BURGESS  |  MONDAY, 30 JAN 2012
... Investments and Class Super. Available now, self-managed superannuation fund (SMSF) trustees, advisers, administrators and accountants will be able to use the Macquarie Equity Lever (Equity Lever) investor data only available through SMSF administration ...

FOFA heats up competition for planners

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
Financial planners may be squeezed out of the industry as competition heats up with the impending entry of accountants, stockbrokers and super funds, according to CoreData, with consolidation a likely outcome as smaller practices move to cut costs and ...

New Count chief talks products

ELISE BURGESS  |  MONDAY, 12 DEC 2011
... $450 billion self-managed super fund (SMSF) market. "The advisers who have the greatest access to this market are accountants. It is a market that is growing faster then the industry or retail market but it has been tricky to figure out how to provide ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
Accountants are partnering up with AXA and MLC to provide the Institute of Public Accountants' 6,300 public practice members with a financial services package. The move comes in response to planned FOFA reforms, which will remove accountants' exemption ...

Paragem sells dealer services to netwealth

CLAIRE MCGREAL  |  MONDAY, 7 NOV 2011
... bank owned and aligned networks." Paragem also recently announced an interest in providing a non-aligned licence for accountants who do not wish to be conflicted with bank ownership. "The Paragem brand will remain committed to enabling conflict free ...

SMSF cloud solution launched

RACHEL DAVIS  |  TUESDAY, 1 NOV 2011
... automated setup and administration service for self managed super funds (SMSFs) designed for use by financial planners, accountants and brokers. Completely cloud based, the Superfund Wholesale system aims to provide advisers with a simple automated process ...

MacMillan wins AFA Adviser of the Year

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
... fees once we have demonstrated significant value to the client." MacMillan also said his practice works closely with accountants and lawyers to maintain strong referral relationships. "We have a 75% referral rate from accountants." There were five finalists ...

Leenane Templeton Chartered Accountants adds financial planning

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
Leenane Templeton Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the ...

Multiport hits $2bn

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
... recent growth has come from SMSFs referred to Multiport's administration and compliance services by financial advisers, accountants and from direct clients. "While the SMSF segment has been growing at a healthy rate we have been able to grow ahead of ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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