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Showing 731 - 740 of 1301 results for "Road"

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Financial advisers have more information about their clients than almost any other industry and they should be using it to improve their service, netwealth executive director Matt Heine said. "Throughout the fact finding process we collect more information ...

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
The Association of Financial Advisers (AFA) will prioritise the completion of the organisation's code of conduct after revealing the foundation principles of the document this morning at a roadshow in Sydney. The AFA expected to complete the code of ...

YBR adopts cloud-based planner software

STAFF WRITER  |  THURSDAY, 24 JUL 2014
Yellow Brick Road (YBR) has migrated all its core business processes to a cloud-based platform to keep pace with technology changes. Software platform NetSuite has replaced all the previous systems, including those in the financial management division ...

YBR set to acquire mortgage manager RESI

MARK SMITH  |  WEDNESDAY, 9 JUL 2014
Yellow Brick Road has expanded its presence in the home loan market with the acquisition of privately-owned mortgage manager RESI Mortgage Corporation for $36 million. Subject to YBR shareholder and regulatory approval, the offer includes $28 million ...

YBR requests trading halt ahead of buyout announcement

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Yellow Brick Road Holdings (YBR) has requested a trading hold to the Australian Securities Exchange (ASX) and is expected to announce an acquisition. YBR requested the trading halt yesterday and said it did so "pending the release of an announcement ...

Adviser appetite for infrastructure investments increasing

MARK SMITH  |  FRIDAY, 4 JUL 2014
The attractive risk/return profile and high level of income on offer from infrastructure investments mean the asset class is well suited to retail investors, according to Goldman Sachs Asset Management head of Australian infrastructure Geoff Frankish. ...

YBR Smarter Money returns 5.0% over June quarter

HARRY PAGE  |  THURSDAY, 3 JUL 2014
Yellow Brick Road Holdings' "active cash" fund, YBR Smarter Money (Smarter Money) has returned 5% per annum after all fund fees over the June quarter. Smarter Money is an "active cash" or short-term fixed-interest fund that invests in Australian deposits ...

Platinum steps up focus on adviser market

MARK SMITH  |  TUESDAY, 1 JUL 2014
... achieve this aim," Rantall continued. Platinum Asset Management has also worked closely with the FPA on the national adviser road shows and the financial planning scholarship program. In a press release announcing the sponsorship Neilson said: "The availability ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow Brick Road. The same report shows that both firms together would be the tenth largest dealer group in Australia by number of advisers. ...

Retirement innovation deadlock continues

JAMES FERNYHOUGH  |  MONDAY, 30 JUN 2014
... got your head around it". He said his advisers had already signed up a handful of clients to it. However, he also said a road show of the product in Brisbane failed to attract enough independent financial advisers, leading him to comment: "They weren't ...