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Showing 61 - 63 of 63 results for "Finder"

JV eases Opes Prime woes

MICHAEL HOBBS  |  MONDAY, 7 APR 2008
... information provider, Bourse Data, international market specialist MDSnews and client advisory Cube Financial. In other news, Finder Resources has acknowledged some of its shares were held under Opes Prime margin lending facilities, and as a result of ...

Good wine, good advice

... clients have to pay a $270 fee for the first appointment, where Leslie and the client would discuss what was in their 'Fact Finder' (a form sent before the interview detailing the client's data) and what she describes as a bit of "financial coaching". ...

ING software roll-out to reduce the SoA burden

... produce a simple statement of advice in 20 minutes when a detailed version is not necessary. The service also provides a fact-finder and modelling tools. An initial pilot group of 300 selected advisers will begin accessing the service through ING's Adviser ...
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