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Showing 661 - 670 of 2070 results for "Application"

Asset manager to be liquidated

ELIZA BAVIN  |  WEDNESDAY, 5 FEB 2020
... Merces launched a managed funds regtech solution back in March 2018, with the intention of cutting the managed funds application process to five minutes. Later that year the company awarded US-based SS&C Technologies with an administration mandate to ...

FPA partners with Deakin University

ALLY SELBY  |  WEDNESDAY, 5 FEB 2020
... with a significant point of difference in a new era of financial planning in Australia," he said. The FPA had its application for the recognition of CFP coursework approved by FASEA in August 2019, making financial advisers who had undertaken this further ...

ASIC bans former Godfrey Pembroke adviser

HARRISON WORLEY  |  THURSDAY, 30 JAN 2020
... recommended clients invest in Bux," ASIC said. ASIC originally banned Cassidy in November last year, however he made an application to the Administrative Appeals Tribunal for a stay of the banning order. The application was dismissed by the AAT on January ...

FPA calls for axe to fall on stamping fees

HARRISON WORLEY  |  WEDNESDAY, 29 JAN 2020
... of regulation, specifically related to advisers' obligation to act in their clients' best interests. Consistency in application of regulation is of course is preferable, but additional regulation is not the answer," Bristow said. "In the Royal Commission ...

Infrastructure boutique hires former Hastings director

KANIKA SOOD  |  WEDNESDAY, 29 JAN 2020
Nicole Connolly's Infrastructure Partners Investment Fund has appointed a former Hastings director as its head of portfolio construction and research. Kurt Lemke is joining IPIF after working as Hastings Funds Management's group director for ...

Viridian opens new offices

KANIKA SOOD  |  WEDNESDAY, 22 JAN 2020
... having to rely on other third parties," he said of its IT spending. A team currently meets weekly to develop a mobile application, with the goal of improving client engagement, and possibly -- down the line -- retention. "I really don't like the ...

Super fund names new chief investment officer

ELIZA BAVIN  |  WEDNESDAY, 22 JAN 2020
... strategic positioning and organisational values. "Norman's proven capability and capacity were evident from his written application. However, it was the genuine passion he showed in our discussions for taking advantage of the unique opportunities available ...

Boutique shuts Aussie equities fund

KANIKA SOOD  |  TUESDAY, 21 JAN 2020
A Brisbane boutique is winding up an Aussie equities fund, after an investor decided to redeem their money, representing roughly 60% of the fund's assets, just before Christmas. Ganes Value Growth Fund was terminated on the January 15. The fund had ...

HUB24 leans into innovation

HARRISON WORLEY  |  TUESDAY, 21 JAN 2020
HUB24 continues to establish itself as a market leader when it comes to its use of technology, with plans afoot for a new innovation lab to help clients improve their practice management outcomes. It has also restructured some of its operations. Announcing ...

DIY SMSF platform launched

ELIZA BAVIN  |  TUESDAY, 21 JAN 2020
A new software application that enables trustees of SMSFs to manage their own fund has been launched. DIY Super Online (DIYSOL) was developed by accountant and SMSF trustee Jeff Bain who said the application was designed to save trustees money on accounting ...