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Showing 711 - 720 of 1436 results for "Comprehensive"

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... Equities model portfolios, Shaw and Partners co-chief executive Earl Evans said clients have been asking for a more comprehensive portfolio management solution. "We sought to take the time to develop a complete 'best of breed' portfolio management offering ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... retirement and reverse mortgages. "We will also work with Government on retirement issues and products, including Comprehensive Income Products for Retirement, and contribute to the work of the International Organisation of Securities Commissions (IOSCO) ...

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
... client service and ongoing personal and professional growth. Both McCullough and MacKenzie were part of the firm's comprehensive development pathway that culminated in their appointment as authorised representatives in October 2015. The new partners ...

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... the certification is applicable to advisers that adhere to a collection of agreed methods by which they deliver comprehensive and ethical financial advice where there is no real or perceived conflict or incentive. Further, the advice is priced on value ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... The adoption of Prime further extends IRESS' technology partnership with ClearView, which relies on IRESS for its comprehensive advice platform and back-office (XPLAN), and superannuation platform (Acurity). IRESS managing director for wealth management ...

Life insurer surpasses code of conduct

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... simplify products fact sheets for all direct products (not only funeral insurance products). It is also developing comprehensive support materials for customers impacted by a major illness, such as cancer and stroke. Clark said: "We look forward to continuing ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... needs of the merging accounting and financial advice segments. "Accountable has built a strong business providing comprehensive solutions for accountants and their clients; we are delighted to be partnering with them as their platform provider," Alcock ...

First home super scheme may not make it to parliament in 2018

EMMA RAPAPORT  |  TUESDAY, 8 AUG 2017
... released by Federal Treasurer Scott Morrison last month said the Government was "launching the next phase of its comprehensive housing affordability package" by releasing draft legislation to help Australians buy their first home, and encouraged interested ...

Wealth begins its blockchain reaction

DARREN SNYDER  |  MONDAY, 7 AUG 2017
... potential is not being lost on industry researchers either. CSIRO's data innovation Data61 recently completed a comprehensive review of how the technology could be used across government and industry. "Trade finance and insurance are highly promising ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
SQM Research is launching a comprehensive investment information platform for financial advisers, the first of its kind in Australia to include residential real estate risk profiling. Available to advisers for subscriptions starting at $3000, the platform ...