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Showing 641 - 650 of 3289 results for "Via"

Bridges can meet advice affordability gap: Mota

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... grow," Mota said. "Building the right foundation with future growth is really important for us." He hopes to achieve this via its simplification project, which involves running fewer systems, implementing contemporary technology with better user experience ...

Gurner, Qualitas close second BTR fund

CHLOE WALKER  |  WEDNESDAY, 22 FEB 2023
... sector, "which allows us to be cautious and selective in our investment decisions." "We have sought to maximise invested capital via new warehouse facilities, utilizing the strength of the Qualitas balance sheet to optimise the invested capital for our ...

Advice group convicted of hawking

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2023
... the government to extend the new anti-hawking laws to include financial advice firms using third parties to solicit business via cold calling. "When they're selling financial services like superannuation advice to skirt around a gap in the law and ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
... runs for one-and-a-half years full-time or three years part-time. For those working full-time, most subjects are delivered via a mix of online learning and face-to-face interaction over two weekends. Upon completing the program, students earn 72 credit ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
Experienced financial advisers working across major cities are earning as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice ...

Australian Retirement Trust, AvSuper sign merger MoU

JAMIE WILLIAMSON  |  WEDNESDAY, 15 FEB 2023
... the key deciding factor. We will keep our members, staff and partners informed of the next steps, providing regular updates via webinars and newsletters just as we have so far." AvSuper had planned to merge with CSC, but that has now fallen through as ...

Netwealth reports significant growth

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
... is significant. Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." The newly developed activities will support over 40 common tasks and alerts.

Private equity still hot: State Street

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... this is because many Australian asset owners have built their internal investment capabilities so will invest directly (or via co-investments), whereas in many places (like the US) asset owners steer clear of making any investment decisions, instead ...

Grow Inc partners with data services firm

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2023
The superannuation administrator is working with Novigi to help ease the transition process for new super fund clients onto the Grow platform. Novigi will assist in supporting Grow and incoming funds throughout and following the implementation process ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... is significant. Further, clients are accepting instructions, such as changes in fees or annual fee consents, more and more via their client portal." Netwealth said the newly developed activities will support over 40 common tasks and alerts, which will ...