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Showing 861 - 870 of 2027 results for "Application"

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
A former BBY financial adviser has been banned for 10 years, while an ex-CBA adviser pleaded guilty to forging client documents, corporate regulator ASIC said. ASIC banned Perth-based Sergio Nicolo Belardo, a former authorised representative of stockbroking ...

Suncorp ditches plans for Tower acquisition

JAMIE WILLIAMSON  |  TUESDAY, 7 NOV 2017
... Suncorp will no longer be proceeding with its appeal of the New Zealnd Commerce Commission's decision to decline its application to acquire Tower," the statement read. "Suncorp is now focused on maximising the value of its Tower shareholding." In June ...

ASIC reviews RG97 impact

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... said it welcomed the decision as "a review of the proposed changes is necessary given the inconsistencies and uneven application of the current RG97 regime." The Australian Institute of Superannuation Trustees chief executive Eva Scheerlinck welcomed ...

Melbourne boutique shutters under passive pressure

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2017
The rise of passive investment and superannuation fund internalisation has led to a Melbourne-based Australian equities boutique terminating its only fund. In a letter to unitholders, Concise Asset Management said it has reluctantly decided to wind ...

Financial services firms eye machine learning

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... value out of machine learning, while others are "running really fast to catch up," he said. Mann predicts greater application of machine learning will be evident in end-to-end strategy development, deep learning for time series analysis, and analysing ...

FPA supports disadvantaged youths

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The Financial Planning Association of Australia's philanthropic arm has awarded $133,000 in support of young disadvantaged Australians. This year alone, the Future2 Foundation has funded projects in financial literacy, skills training, work experience ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... added advisers are top of mind when developing the right solutions. One example is integrating a FirstChoice online application with xPlan, which streamlines the way accounts are set up and creates greater efficiency for advisers. The introduction of ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
A global diversified financial services company will launch a series of managed portfolios on HUB24 in the New Year after inking a white label deal with the platform provider. The recently re-branded platform has agreed to deliver a white label platform ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
Users of IRESS can now schedule and hold video meetings with clients thanks to a new integration. The financial services technology provider has partnered with Suitebox to deliver a digital workspace for advisers that will also allow them to screen ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
A financial adviser with a unique business model incorporating the practice of yoga took home the 2017 Female Excellence in Advice Award. Presented at the Association of Financial Advisers' National Adviser Conference on the Gold Coast last week, Wellthy ...