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Showing 641 - 650 of 1657 results for "Website"

PractiFi partners with PSK, Godfrey Pembroke vet

ALEX BURKE  |  TUESDAY, 8 DEC 2015
PractiFi has partnered with a veteran financial adviser to streamline his website's client engagement tools. Founded by former PSK Financial Services and Godfrey Pembroke adviser James Gerrard, financialadvisor.com.au provides clients with direct access ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
A global survey shows that Australians are twice as likely to turn to family and friends for financial information as they are to seek advice from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning ...

Registrations for 2016 Chief Economists Forum open

MARK SMITH  |  TUESDAY, 1 DEC 2015
... is the Gold Sponsor for the event. Registrations are available via the 2016 Financial Standard Chief Economists Forum website.

PIMCO launches new digital platform

MARK SMITH  |  TUESDAY, 1 DEC 2015
... firm's thought leadership, client resources and investment solutions in a bid to enhance value to its clients. The new website initially asks users to select which type of investor they are and serves up relevant content which they can save and access ...

New mobile broking platform launched in Australia

MARK SMITH  |  TUESDAY, 24 NOV 2015
... Melbourne and Perth." Stockbroker Hartleys is already using Dion's TradeCentre product to trade equities, run their client website and now provide mobile capabilities to their advisers. Hartley's chief executive Charles Ransom said the new system provided ...

Court fines SMSF admin for "free setup" ads

ALEX BURKE  |  WEDNESDAY, 4 NOV 2015
... the group. In August, the regulator issued infringement notices to Dixon Advisory Group for "misleading claims" on its website pertaining to the performance of SMSFs relative to industry and retail super funds. The advice firm complied with the two $10,200 ...

Vision Super and Financial Synergy implement new admin platform

DARREN SNYDER  |  MONDAY, 26 OCT 2015
Vision Super has appointed industry software provider Financial Synergy to implement a new registry administration system at the $7.5 billion superannuation fund. The administration platform is reported to improve the fund's efficiency and capability ...

New website gives advisers company ESG ratings

MARK SMITH  |  THURSDAY, 15 OCT 2015
CAER has launched a new website that allows financial advisers to view the researcher's environmental, social land governance ratings for more than 300 Australian and New Zealand companies at the click of a button. Coinciding with Ethical Investment ...

Use of bank-aligned advisers in decline

LAURA MILLAN  |  WEDNESDAY, 14 OCT 2015
... using advisers to deal with their banks also rate lower in satisfaction (81.8%) than those using the internet via the website (90.4%) and those using their phone apps (89.9%). "It is worth noting that clearly the highest users of website internet banking ...

California pension giants must divest from coal

MARK SMITH  |  MONDAY, 12 OCT 2015
... was signed into law in California last week. California governor Edmund Brown announced the signing of the bill on his website. The move is in line with his target to generate half of the state's electricity from renewable sources by 2030. The law requires ...