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| | | ... and foreign exchange research and be able to view the pricing transparency of equities and custody records through our online platform, J.P. Morgan Markets," Gray said. Praemium chief executive Michael Ohanessian said the platform is delighted to be ... |
| | | | ... research all types of advice technology before rolling them out to the rest of the business. This includes technology around online meetings, digital signatures, video conferencing, live balance sheets and data storage. "The industry is on the cusp of ... |
| | | | ... facility. "Australia has seen two significant shifts in the evolution of broking - the first being the introduction of online broking during the mid-late 1990s, and the second, what SelfWealth is doing, being the rise of flat fee trading, use of social ... |
| | | | ... advisers and their clients to build a tailored and diversified portfolio of global assets, which they can personally manage online. Mason Stevens announced the move in February, and managing director Tom Bignill said: "The offering will mirror the capability ... |
| | | | ... which will grow to $5.2 billion once its merger with Equity Trustees is complete. The latest offering updates the previous online employer and member portal to allow "smart, easy actions." It will provide "tools that are user-friendly to help members ... |
| | | | ... it easy for SMSF trustees to fulfil obligations about reporting life insurance requirements. The solution provides SMSFs online access to life insurance at competitive wholesale rates and provide significant savings for members, he said. "In a few mouse ... |
| | | | ANZ Wealth has launched an online resource to help prepare financial advisers for the looming Life Insurance Framework (LIF) reforms. The online hub provides guidance on how OneCare commissions will be paid, detail key deadlines and how the transition ... |
| | | | ... searches or reskilling opportunities. For those who cannot attend the centres, or prefer digital access, NAB will offer online workshops and resources, and career coaching over the telephone. Thorburn highlighted the bank will happily retrain those who ... |
| | | | ... Wall said. He 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 ... |
| | | | ... Pettit. The app, which aggregates different accounts to paint a holistic snapshot or a 'welfie' of finances, is a free online tool that allows users to interact with chat bot FLIQ (Financial Literacy IQ) about financial matters ranging from bank balances ... |
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