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Showing 961 - 970 of 1875 results for "broker"

Advisers could benefit from independent software

JAMES FERNYHOUGH  |  TUESDAY, 28 MAY 2013
Software designed by Brite NSW in association with adviser Bailey Roberts Group will become available to independent advisers, in a move designed to pluralise the platform market. The application, dubbed 'PLUTO', allows users to operate individually ...

Morphic global equities fund reaches $25m

LAURA MILLAN  |  TUESDAY, 28 MAY 2013
... fund is $10,000, with minimum additional investments of $5,000. The responsible entity is Perpetual Trust and the Prime Broker is Merrill Lynch International.

Fewer Australians invest in shares: ASX

JAMES FERNYHOUGH  |  WEDNESDAY, 22 MAY 2013
... investors at under $100,000 a year. The typical direct share owners were tertiary-educated men investing through an online broker. Men, the study found, were significantly more likely to own shares than women, with a ratio of 40% of men to 28% of women ...

Melbourne-based BDM joins Morningstar

STAFF WRITER  |  MONDAY, 20 MAY 2013
Morningstar Australasia has appointed Guy Callaghan as Melbourne-based business development manager to further enhance the firm's sales and client relationship management efforts. "We're working with an increasing number of dealer groups, brokers, institutions ...

Advice proposition props up mortgage broker market share

MARK SMITH  |  THURSDAY, 16 MAY 2013
... customer that advice service is the difference between going to a lender or a product provider and going to a mortgage broker," he said. Naylor added that MFAA members were now called 'credit advisers' to reflect the value they add to their customers. ...

ASIC sends warning to property spruikers

JAMES FERNYHOUGH  |  THURSDAY, 16 MAY 2013
The Australian Securities and Investment Commission (ASIC) has revoked the credit licence of Money Choice Pty Ltd after an investigation found the company had failed to comply with credit laws. The Melbourne-based company's director, Matthew George ...

Chi-X opens to all Australian listed stocks

LAURA MILLAN  |  MONDAY, 6 MAY 2013
Alternative trading operator Chi-X has extended its universe of stocks and investors can now trade on all Australian listed stocks through its platform. Chi-X recently-appointed chief executive John Fildes told Financial Standard that the operator has ...

Mortgage Choice teams up with Allianz to provide insurance

LAURA MILLAN  |  MONDAY, 6 MAY 2013
Mortgage Choice has partnered with Allianz as part of its transition towards becoming a broader financial services business and will provide general insurance. Mortgage Choice goal is to broaden its customer proposition by providing financial services ...

Image of financial advisers still low

ALEX DUNNIN  |  THURSDAY, 2 MAY 2013
Financial planners are respected by almost twice as many people as union leaders, but they lag nurses, doctors, pharmacists and school teachers by more than three to one. Roy Morgan has just released its latest consumer survey rating the annual image ...

CommSec appoints head of adviser services

ALICE URIBE  |  TUESDAY, 23 APR 2013
Online broker CommSec has appointed former Investment Trends chief operating officer Eric Blewitt to lead CommSec Adviser Services. Prior to Investment Trends, Eric managed Bendigo and Adelaide Bank's leveraged equities margin lending business. "Eric ...