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Showing 731 - 740 of 3343 results for "Via"

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... expensive, poor-performing legacy products and platforms move to more competitive, contemporary solutions. The service, available via a subscription with Scientiam, leverages DASH's digital Statement of Advice (SoA) tool. It is exclusively offered ...

Don't water down YFYS: Grattan Institute

JAMIE WILLIAMSON  |  TUESDAY, 1 NOV 2022
... failure" in the segment. It said carve-outs are bad policy and the test should be extended to investment options available via platforms as some of the worst-performing Choice products may be excluded if there is a platform carve-out. There should also ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... the financial futures of their clients. When the Power50 began, it was focused on the financial advisers making their mark via social media. With that now part and parcel of doing business, the Power50 has evolved to showcase those advisers that are ...

CommSec, AUSIEX to pay $27m penalty

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2022
... misleading representation when it said it considered ASX CentrePoint an execution venue for those customers who submitted orders via the ASB Securities platform when it did not. This meant some customers who placed certain orders through the ASB platform ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
Initial advice fees charged by financial advisers on a per advice document basis increased 16% in FY22 to $3315 from $2859 the previous year. According to the Padua Advice Fee Data Report, FY 2022 ongoing advice fees charged by advisers on a per advice ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... accreditation models will reduce barriers to participation by enabling organisations like Lumiant to securely access CDR data via accredited providers without needing to become accredited data recipients themselves. Meanwhile, recently, as previously ...

RBA progresses digital currency project

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... oversight of the RBA. The report said approved use case providers will be able to access and interact with the eAUD platform via specified application programming interfaces (APIs) and ERC-20 smart contract interface functions. "These interface specifications ...

Caddick mansion officially on the market

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2022
... improvements have been made to the property in recent months to prepare it for sale. The sale campaign is being conducted via an Expressions of Interest process, scheduled to close October 31. A private auction will occur thereafter if required. According ...

New ethical investing app has launched

CASSANDRA BALDINI  |  MONDAY, 26 SEP 2022
... sectors, including alcohol, adult entertainment, harmful media and ocean exploitation. It is invested in Australian equities via ETFs, listed stocks, unlisted single stocks and unlisted managed funds. End users can join via a subscription and start their ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... told the Association of Financial Advisers' THRIVE Conference that now is the time for change in the advice sector. Appearing via video link on the opening day of the conference, Jones spoke of the Quality of Advice Review and the sweeping changes proposed ...