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Showing 81 - 90 of 252 results for "Shaw"

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... Super Directions Personal, MLC MasterKey Business Super and HUB24 Invest. When it comes to managed discretionary accounts, Shaw and Partners has the largest number of verified advisers authorised to provide personal advice on MDA services with 172. It's ...

Dealer group boosts compliance team

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
... Services. Also joining Lifespan, Aaron Beyer has been appointed as compliance officer. Beyer most recently held a similar role at Shaw and Partners and has previously served in a number of adviser support roles, auditing advisers and vetting SOAs. Lifespan ...

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
... Brokerage houses already using Complii can now access the Cashwerkz platform. Complii is currently used by brokerage leaders Shaw and Partners, Canaccord Genuity Patersons, Argonaut Securities and Blue Ocean Equities.

Adviser moves show industry upheaval

ELIZABETH MCARTHUR  |  TUESDAY, 5 NOV 2019
... recent adviser movements, while the vast majority of licences lost advisers Synchron's adviser count grew from 505 to 528. Shaw and Partners Financial Planning also experienced huge growth in the period, more than tripling its headcount from five ...

IOOF launches budgeting app

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... they can give their clients advice and help them build a long-term wealth creation strategy." Moneysoft chief executive Jon Shaw said the aim was to deliver an enterprise-grade solution to meet customers' needs, but with the simplicity of a start-up. ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... their clients with continuity of service," Clifford said. Other firms potentially vying for the business were Ord Minnett, Shaw and Partners and Wilsons, with Ord Minnett originally tipped to win the bid. CBA confirmed back in June this year that it ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... licensees at the end of March represented 1860 advisers. Those groups are Synchron, Merit Wealth, Interprac, Capstone, and Shaw And Partners Limited. The number of advisers in non-institutional AFSL groups is growing almost three times faster than the ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Portfolio Managers Royston Capital Watershed Funds Management Multi Asset Class Canaccord Infinity Asset Management Resonant Shaw and Partners Soteria Capital Watershed Funds Management Australian Fixed Interest JB Were Mason Stevens Prime Financial ...

Macquarie expands US funds management

KANIKA SOOD  |  FRIDAY, 12 APR 2019
Macquarie Investment Management has purchased the mutual fund assets of a 145-year-old American financial services organisation. Foresters Investment Management Company which acts as the investment adviser of the First Investors funds entered into a ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... direction," several new agreements will have a positive impact and exceed the revenue decline, Praemium said in an ASX statement. Shaw and Partners is the latest to extend its partnership with the platform provider, signing on for a further five years ...