Search Results | Showing 41 - 50 of 110 results for "Financial advisors" |
| | ... the Revex software on an exclusive basis for Rubik Wealth's customers, including institutions, independent financial advisors (IFAs) and industry superannuation funds, as well as non-exclusive rights for other customers. If both companies reach an agreement ... |
| | | ... However, he Doyle has the right to appeal to the Administrative Appeals Tribunal. Doyle was employed by Gateway Financial Advisors and was an authorised representative of Titanium Planners from December 2009 to September 2011. Between September 2010 ... |
| | | ... individual fund set up, full SMSF administration and annual audits. "By offering a level of free access to financial advisors, SMSF investors will see the value of advice, without being out of pocket, which will increase SMSF trustee engagement with ... |
| | | ... power of $3tn. In December last year US wealth manager Morgan Stanley announced an LGBT initiative providing financial advisors with wealth planning tools, business development and marketing resources designed specifically for LGBT prospects and clients. ... |
| | | ... investment of $25,000. The changes make them suitable for use on Australian platforms, for distribution through financial advisors or directly to investors. The trust, which is domiciled and registered in Australia, was launched to institutional investors ... |
| | | ... super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes. The new iSystem application was designed create a closer collaboration between ... |
| | | ... clients say; this information becomes an integral part of our strategy for issuing products," he explained. "For financial advisors, what we are effectively doing is acting as a conduit between them and institutions, and this has set us apart in a crowded ... |
| | | ... pleased to receive validation from CEB Tower Group. "Anova for Wealth Managers offers extensive flexibility for financial advisors and RIAs while providing the level of scalability necessary for retail operations," he added. "The robust functionality ... |
| | | ... Professionals Association of Australia (SPAA) said it had joined the United Nations Convention of Independent Financial Advisors (CIFA). Established as a not-for-profit advocate, the CIFA plays the major role in managing the Geneva-based United Nation's ... |
| | | ... SMSFs that are necessary to protect assets and minimise tax." Steer, who was rated one of Australia's 10 top financial advisors in the 2011 AFR Smart Investor Masterclass, has a background in taxation including a 10-year stint as senior tax manager with ... |
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