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Showing 61 - 70 of 426 results for "stockbroking"

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... industry leading platforms," he said. Morris also credited him for helping to restructure the firm's institutional stockbroking division alongside Ord Minnett's head of institutional equities, Nick Burmester. Gunning "also implemented the rebuilding ...

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... transition to managed portfolios to better meet client requirements. In an effort to support its "growing" segment of stockbroking clients, the firm also appointed a new business development manager across its stockbroking and private wealth divisions ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... there were more examples that related to this topic. In contrast there are numerous examples relating to SMSF and stockbroking." Scheerlinck also took issue with the fact that there is no reference to general advice in the Code of Ethics. She argued ...

IRESS wins technology mandate

KANIKA SOOD  |  TUESDAY, 19 NOV 2019
... of US $35 billion across the world. In Australia, it provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management services.

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... platform, cash management services investment and superannuation products, financial advice, private banking and stockbroking. It sits within banking and financial services. In May last year, Macquarie said it was merging its private bank and private ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... rumours Ord Minnett is poised to purchase its advisory unit. The Australian Financial Review reported yesterday that stockbroking firm Ord Minnett is planning to purchase CommSec Advisory. It reported Ord Minnett was asked to tender for the business ...

FinClear wins trading tech mandate

ELIZABETH MCARTHUR  |  TUESDAY, 3 SEP 2019
Burrell Stockbroking and Superannuation has chosen FinClear to replace ASX Best for its multimarket trading needs. Multimarket trading terminal ASX Best will be turned off on September 30 and a number of specialist technology vendors have stepped in ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... time at Vanguard, Hamieh was head of distribution at Centuria Capital and a distribution manager at Wilsons Advisory Stockbroking. Her appointment rounds out a number of recent executive appointments for Xplore - Michael Wright, former head of advice ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
Patersons Securities has launched its first separately managed account offerings. The stockbroking and wealth management firm released two SMA models this week. The models had previously been run by Patersons as in-house model portfolios. It is the ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... advisers. HUB24 is rolling out its platform to Madison Financial Group and Centrepoint Alliance, as well as an unnamed stockbroking and wealth management firm. There are currently 1625 financial advisers who use HUB24's platform. In the quarter to ...