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Showing 41 - 50 of 65 results for "IFAs"

FEATURE: Advisers go solo

LAURA MILLAN  |  FRIDAY, 28 FEB 2014

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
Small-to-medium enterprises and IFAs will now have access to Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation ...

COIN mulls Revex acquisition

LAURA MILLAN  |  FRIDAY, 19 JUL 2013
... 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 ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... executive Cameron O'Sullivan and CTO Jye Tucker, join Rubik's wealth management team. It will also provide institutions and IFAs with the ability to access Provisio's scaled advice platform as well as the complex advice solution of COIN Software. Rubik ...

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
... advice practices under the new name. "Macquarie has a strong track record of developing innovative and tailored solutions for IFAs," said Kirk Pitman, head of Macquarie Financial Planning Software. "With Macquarie Visor we are able to put all our energies ...

Macquarie to sell COIN

MELANIE TIMBRELL  |  MONDAY, 2 JUL 2012
... specialist focus on delivering market-leading financial and technology solutions and services tailored to the specific needs of IFAs," said Tony Graham, head of Macquarie Adviser Services. Current users of COIN include AMP Financial Planning, Commonwealth ...

MLC: FOFA support hub sees strong response

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... regular contact with advisers. "The new Support Centre... will also provide information to on key changes and their impacts to IFAs."

AMP results show continued AXA impact

ELISE BURGESS  |  THURSDAY, 16 FEB 2012
... from 18% prior to the merger. "AMP is now the largest provider of risk insurance products to Independent Financial Advisers (IFAs) in Australia," said AMP. Craig Dunn, AMP chief executive, said due to the merger with AXA, AMP is better placed competitively ...

SuperSA offers members IFFP services

JOHN MCDULING  |  TUESDAY, 12 OCT 2010
... January, a secret "shadow shopping" exercise on the services provided by IFFP advisers found that they were rated less than IFAs and bank-aligned advisers by potential customers.

Advisers champion responsible investing

RUTH LIEW  |  THURSDAY, 16 SEP 2010
... who was also a speaker at this week's RIAA 7th International Responsible Investment Conference. "There's a core group of IFAs in the UK that are very committed and very vocal and punch above their weight in terms of demanding high standards," she said. ...