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| | | ... mutually-beneficial opportunities for Matthews Steer to leverage the scale, resources and capabilities of the broader AZ NGA network," Barrett added. Matthews Steer co-founder and managing director Ken Matthews said: "We see AZ NGA as a strong cultural ... |
| | | | ... market dips. "This proactive attitude to investing concurs with the local fund flows we've seen across the Calastone network, which in July processed record daily volumes into funds," he said. "Our data similarly indicates that COVID has contributed ... |
| | | | Financial services technology company Iress has appointed a chief product officer with over 20 years' experience in software product leadership. Joydip Das will join the leadership team based in Melbourne on September 14 and will report to Iress ... |
| | | | ... quickly scale our enterprise client base. We are delighted to partner with Avaloq to bring our solutions to their global network of clients," he said. The new partnership with Avaloq comes after Ignition also established a partnership with UK-based holistic ... |
| | | | ... its transformation. "This is differentiating technology that IOOF now owns exclusively, for the benefit of our adviser network," he said. "It will significantly improve and streamline the client experience, meaning less time is spent collecting data ... |
| | | | ... businesses as part of its advice transformation. IOOF announced its Bridges business will be transformed into a fully salaried network, while it will also close its Financial Services Partners (FSP), along with EWM and Actuate licences. Chief executive ... |
| | | | ... Walker, a financial adviser at RetireInvest, was also named. RI Advice was informed in 2017 that its Circular Quay local network was hacked through a remote access port - impacting approximately 226 client groups. Also in 2017, the regulator alleges ... |
| | | | ... before tax of $30.1 million, down 27% from the previous financial year. Despite this, it was able to "materially grow its network of culturally aligned advisers", onboarding 20 new advisers with more than 150 high net worth clients. Together with flows ... |
| | | | ... largest advice AFSL in Australia with 1025 registered advisers, a 4.7% market share. The second largest is the SMSF Adviser Network, an AFSL designed for accountants that want to be able to provide SMSF and superannuation advice to clients with 858 advisers ... |
| | | | Class announced that it has executed an agreement to buy 100% of Assuriti (Smartcorp) for $4.2 million as it reported a 15% increase in FY19 operating revenue. The acquisition compromises an upfront cash payment of $2.73 million upon completion, plus ... |
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