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Showing 721 - 730 of 1866 results for "broker"

YBR chair appoints two chief executives in business revamp

ALEX BURKE  |  THURSDAY, 25 FEB 2016
... and reach certain 2020 milestones including an $100 billion loan book, 30% wealth clients, 300 branded branches and 1,000 broker groups. "Our intention in 2016 is to double down on our wealth activities and maintain the momentum in our lending businesses. ...

Monash launches absolute return LIC

ALEX BURKE  |  THURSDAY, 25 FEB 2016
Monash Investors has launched an Australian equities absolute return listed invested company. In response to demand from retail investors, The Monash Absolute Investment Company will have a similar portfolio to Monash's long short Monash Absolute Investment ...

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
... appropriate that Synchron advisers be afforded the opportunity to satisfy that need by referring clients on to a licensed finance broker and be remunerated for it. The arrangement with Advantedge Financial Solutions will facilitate that."

Fidelity adds 12 funds to mFunds

MARK SMITH  |  TUESDAY, 23 FEB 2016
... people want to invest in unlisted managed funds in the same way they can invest in Australian shares and with the same broker," Fidelity's managing director in Australia Michael Bargholz said. "We are happy to help them do that." As well as the popular ...

Even the wealthy are turning to robo-advice

MARK SMITH  |  FRIDAY, 12 FEB 2016
Millennials and small investors are not the only ones taking up robo-advice; wealthy clients are also turning to the new technology in their droves. That's according to the managing director of Accenture Wealth Management in the US, Kendra Thompson. ...

mFunds grow by 77%

ALEX BURKE  |  THURSDAY, 11 FEB 2016
The number of funds offered through the ASX's mFund settlement service has increased by 77% in the 12 months between December 2014 and December 2015. As revealed in the ASX's half-year 2016 results, this represents 133 funds offered by 41 fund managers ...

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
... the potential to reduce the amount of regulatory capital required to cover unsettled counter party exposure between the broker and their clients."

GBST already set for T+2

MARK SMITH  |  TUESDAY, 2 FEB 2016
... the potential to reduce the amount of regulatory capital required to cover unsettled counter party exposure between the broker and their clients. "The reduction of the settlement period has also been adopted as part of the forward work program of the ...

Bell Direct to deliver "smarter robo-advice"

ALEX BURKE  |  THURSDAY, 28 JAN 2016
Online broker Bell Direct has partnered with Lincoln Indicators to give clients access to the Stock Doctor research platform. As a result, Bell Direct clients using Stock Doctor to research equities (and how they fit into investment objectives) can ...

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... limited Australian financial services licences are like "part-time surgeons," according to John Birt, principal of advice M&A broker Radar Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants to provide quality ...