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Showing 51 - 60 of 124 results for %22Plum Financial Services%22

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
Midwinter Financial Services has integrated its recently launched AdviceOS financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee ...

Perpetual Investments picks up new GM from Plum

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013

Shell Super to outsource to Plum

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
Shell Australia Superannuation Fund (Shell) is set outsource its superannuation to Plum Financial Services Ltd (Plum), once it gets trustee sign off. Shell made the announcement in a member update this week. "The decision as to whether or not a transfer ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
... System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement tools that allow advisers to share files with their clients. Clients ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ...

Rainmaker Excellence Awards 2013

STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Safe MTAA Super Rainmaker Business Development Manager of the Year (Superannuation) Winner Paul Taylor Plum Financial Services Finalists Matthew Torney MLC Paul Yates BT Financial Services Ray Kohn Super Concepts Ben Portelli AMP Financial Services Rainmaker ...

AustralianSuper wins ASFA campaign of the year award

MARK SMITH  |  WEDNESDAY, 28 NOV 2012
... Super, Super Revolution Best delivery of 'fine print' Popular Choice Award winners: Cbus, Annual Report AND Plum Financial Services, New SuperKit Judges Selection Award winner: Telstra Super, Annual Report Best use of social media Popular Choice Award ...

New MD for Plum Financial Services

BEN COLLINS  |  THURSDAY, 8 NOV 2012
Lara Bourguignon has been appointed Managing Director of Plum Financial Services. Plum, which is part of National Australia Bank's wealth division, is a corporate superannuation provider. It has around $14 billion in committed funds. Bourguignon will ...

MLC names executive manager

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
... wealth business and that of the broader NAB group. The Corporate & Institutional Wealth team, include Plum Financial Services, JANA and MLC MasterKey Business Super. "Corporate and institutional super is a critical market segment and the rapid growth ...

The Trust Company grows superannuation team

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
... industry, Daley held a variety of roles including with UniSuper, Norwich Union Australia (now Aviva) and Plum Financial Services. Daley will report to David Grbin, executive general manager, corporate client services. "This appointment comes at an exciting ...