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Showing 71 - 80 of 227 results for %22Alliance Wealth%22

La Trobe Financial expands executive team

KRISTI CHENG  |  WEDNESDAY, 18 SEP 2019
... partnerships and alliances, and previously in corporate and private banking for over a decade. She was also head of corporate and wealth with ME Bank in its Treasury Department, and has over 11 years' experience in superannuation, having held a number ...

Risk advisory firms merge

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... adding that the firms share common values, cultures and a commitment to put clients first. CRA specialises in income and wealth protection, while MBS focuses on personal and business risk protection. The combined entity will have 18 authorised financial ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... clients with a network of financial 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 ...

NAB looks to boost fintech

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
The National Australia Bank announced its existing alliance with Bank Leumi of Israel and CIBC will move into fintech with the introduction of the Global Alliance Fintech Link. The Link is an online portal developed to help drive client-focused innovation ...

Liberal win stuns, ASX rallies: Poll

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2019
... as well as the introduction of legislation related to this year's budget announcements," he said in a note. SMSF Alliance principal David Busoli said the outcome was "certainly good news on the SMSF front." He expects the Liberals to deliver on its ...

Industry responds to election outcome

ELIZABETH MCARTHUR  |  MONDAY, 20 MAY 2019
... consigned to history with the next Labor leader certain to embrace a more modest set of reforms." On the other hand, SMSF Alliance principal David Busoli celebrated the outcome of the election, as "certainly good news on the SMSF front." Now the Government ...

Labor proposal targets low income earners: Association

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
The Alliance for a Fairer Retirement System is arguing Labor's refundable franking credits proposal does not target the wealthy but impacts low income earners instead. Deborah Ralston, spokesperson for the Alliance and chair of the SMSF Association ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... earnings. Class said the partnership is an important strategic step for the SMSF software provider as it moves into the broader wealth management space. "Class and Philo are well aligned, both delivering highly differentiated services that enable client ...

KPMG brings remediation regtech to Australia

HARRISON WORLEY  |  TUESDAY, 5 MAR 2019
... assess remediation files to our shores. UK-based regtech Recordsure will arrive in Australia after the firm formed an alliance with global consulting giant KPMG to roll-out its customer trust and transparency solutions to Australian financial institutions. ...

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... strategic growth plans and work closely with its financial advisers and staff to support client engagement activities, manage alliance relationships, business development and operational efficiencies. He was most recently the managing director of B2B ...