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Showing 581 - 590 of 1866 results for "broker"

Magellan research head departs following restructure

ALEX BURKE  |  MONDAY, 11 DEC 2017
... both new and existing investors. Investors under the priority offer will be issued units tomorrow, while units under the broker firm and general public offer will be allotted the following day. Magellan chief executive Hamish Douglass, who will personally ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... capability of HUB24 and its subsidiary Agility Applications via an integrated desktop interface connecting platform and broker applications. Euroz selected HUB24 for its ability to integrate with the existing infrastructure underpinning their business. ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
It's only a matter of time before institutional advice licensees open up their approved product lists as they try to compete with the growing popularity of the non-aligned space. HUB24 managing director Andrew Alcock believes the ongoing impact of the ...

SelfWealth lists on ASX

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
... SelfWealth was born out of his own frustrations with existing service offerings. "We're seeing a shift away from bank and broker owned platforms - in our view the next generation of investors want to work with independents, and ultimately hold control ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... and Tasmania are crucial markets for Zurich and I'm excited about him bringing his skills to bear for the benefit of our broker partners across these States. Hamish's energy and leadership qualities align perfectly with our ambition to adopt a much more ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment ...

Listed mortgage broker joins forces with TAL

ALEX BURKE  |  MONDAY, 13 NOV 2017
... relationship with TAL and I'm pleased that we have been able to evolve our life insurance offering to better meet the needs of our broker's clients," AFG general manager broker and residential Mark Hewitt said. "Lifebroker offers specialist life insurance ...

Fintech firm launches $7.5m IPO

ALEX BURKE  |  TUESDAY, 7 NOV 2017
A fintech business offering a commission-free flat-fee ASX brokerage service has opened its initial public offering, aiming to raise up to $7.5 million. SelfWealth (ASX:SWF) will issue 37.5 million shares at 20c per share and anticipates market capitalisation ...

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
FinPal will add functionality for mortgage brokers to its software to accommodate for the increasing overlap of broking with financial advice. The next release of the FinPal software will seek to bridge the gap created by advisers and brokers using ...