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Showing 691 - 700 of 1887 results for "broker"

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ...

N1 purchases Sydney property portfolio

ALEX BURKE  |  MONDAY, 24 OCT 2016
... this acquisition is expected to crease home loan cross-sale opportunities for N1 Loans." While N1 started as a mortgage broker targeting immigrants and foreign investors, it has since moved into financial planning, immigration support services and property ...

NAB private wealth vet takes on key China relationship role

ALEX BURKE  |  MONDAY, 17 OCT 2016
... and clients. Before SILC, Huang held multiple roles at NAB; in addition to the above, she was a business banking manager, broker relationship manager, personal banker and lending specialist. She was also assistant to the chief executive at the Victoria ...

Morgan Stanley chief executive steps down

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... country's largest retail adviser networks and the company's institutional equities team is now the country's third largest broker by market share.

Dark pools effective at reducing volatility spikes: Liquidnet

ALEX BURKE  |  THURSDAY, 29 SEP 2016
Liquidnet research has shown that volatility of securities is reduced by over 103% in the minute before a block trade when using the firm's anonymous dark pool. The Liquidnet Block Study examined roughly 32,000 block trades - that is, trades executed ...

AMP Capital responds to ChinaAMC unitholder offer

ALEX BURKE  |  WEDNESDAY, 28 SEP 2016
Unitholders in the AMP Capital China Growth Fund (AGF), which is in the final stages of a wind-up, may receive an offer from China Asset Management (ChinaAMC). AMP Capital, AGF's responsible entity, said it was aware ChinaAMC intended to offer unitholders ...

YBR selling off accounting business

ALEX BURKE  |  MONDAY, 26 SEP 2016
... traditional accounting practice, it did not offer any real synergies with the Yellow Brick Road branch or Vow Financial broker distribution networks and, as such, was a non-core asset."

Saxo open to tech collaborations

DARREN SNYDER  |  WEDNESDAY, 21 SEP 2016
... is a way to build a vertically-integrated wealth management business where clients are not introduced to several other broker platforms. Since its launch, Saxo has built relationships with more than 150 businesses in financial services through its open ...

SMSF investors not all in property

DARREN SNYDER  |  WEDNESDAY, 14 SEP 2016
A new industry survey has found about 84% of investors hold their properties outside a self-managed superannuation fund, and more than 70% remain bullish about residential real estate. The Property Investor Sentiment Survey, prepared by the Property ...

ASIC bans fraudulent broker

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2016
ASIC has permanently banned a former Sydney finance broker. Jennifer Farias is now banned from engaging in credit activities and providing financial services after an investigation by the regulator and criminal action brought against her found she was ...