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Showing 601 - 610 of 1866 results for "broker"

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... onstage with equally outstanding finalists: Wisdom of Wealth for Women founder Christina Cabrera; principal adviser and broker at Nicole Heales Financial, Nicole Heales; Burcheart managing director Sacha Burchgart; and Sofcorp Financial Services principal ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
The acting chief executive of a listed financial services group will depart at the end of the year. In a statement to the ASX, Spring Financial Group announced that it has accepted the resignation of its chief operating officer and head of advice Frank ...

European $1bn asset manager enters Australia

ALEX BURKE  |  THURSDAY, 21 SEP 2017
A European manager with more than $1 billion in assets has received a mandate to invest in the Australian market. Avignon Capital's key markets are property in the UK, Germany, the Netherlands and Spain; assets include retail real estate, hotels, offices ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... Australia's online broking service providers are meeting their investor's needs across a range of measures - although no single broker dominated all service categories. Bell Direct continues to lead in overall satisfaction, while CMC Markets Stockbroking ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
Clients of BGL Corporate Solutions and Xero will see their compliance workloads reduced following the integration of Simple Fund 360 and CAS 360 with Xero Practice Manager. The two-way integration upgrade will ensure that changes made to a client's ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... this year are Wisdom of Wealth for Women founder Christina Cabrera; Wellthy founder Lea Schodel; principal adviser and broker at Nicole Heales Financial, Nicole Heales; Burcheart managing director Sacha Burchgart; and Sofcorp Financial Services principal ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
A provider of digital advice has secured a partnership to roll out its flagship service to an Australian investment bank. Ignition Wealth will now provide digital advice to clients of APP Securities, the brokerage and investment banking firm formed ...

Small licensees are PI insurance compliant: ASIC

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
... changes to the business, such as an increase in the number of advisers or revenue. "While you can work with an insurance broker, you cannot rely on the broker to ensure your policy complies with RG 126. Ultimately you are responsible for obtaining PI ...

Acorns hits $100m milestone

KARREN VERGARA  |  WEDNESDAY, 30 AUG 2017
Micro-investing and savings app Acorns Australia reached the $100 million funds under management mark in less than two years since its launch. The app, which has more than 300,000 users, has generated a 10.5% per annum return (after fees but before ...