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Showing 81 - 90 of 177 results for "Vend"

Treat real estate agents like advisers: REIA

ALEX BURKE  |  TUESDAY, 17 APR 2018
Real estate agents should be treated like financial advisers and be directly remunerated by the real estate vendor, the Real Estate Institute of Australia advised in a Royal Commission submission. REIA president Malcolm Gunning noted a proliferation ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

SEC cracks down on fee transparency

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
The US Securities and Exchange Commission (SEC) announced it will crackdown on financial product providers' fee disclosures the year ahead in a bid to protect mum and dad investors. The SEC made it clear that one of its main priorities this year is ...

Global fintech firm to launch in APAC

ALEX BURKE  |  WEDNESDAY, 10 JAN 2018
A global provider of networking and communications tools for financial markets will launch its flagship software platform in the Asia-Pacific market. IPC will launch Unigy 360, a software-as-a-service platform derived from the company's existing Unigy ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
A $6 billion industry fund is looking to revamp its financial advice offering, commencing the tender process for a new provider to enhance its platform. LUCRF Super is calling for tenders to provide an integrated solution that will allow for straight-through ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

QIC adopts regtech solution

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
QIC integrated its own data management with that of a managed data services and regtech solution provider as part of a strategy to enhance its operations. The investment fund for the Queensland state government implemented a managed data service solution ...

Liquidnet promotes Australian leader, names successor

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
Liquidnet's former head of Australia, Tristan Baldwin, recently relocated to Hong Kong following his promotion as regional head of sales for Asia-Pacific. Joining the global institutional trading platform as its new head of Australia is Murrough O'Brien. ...

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
Alpha Fund Managers, the funds management subsidiary of Infocus Wealth Management, has enlisted a further two funds to its multi-manager suite. The first addition is the Investors Mutual Limited (IML) Small Cap Fund, which aims to deliver consistent ...

Milton to acquire $18m unlisted manager

ALEX BURKE  |  FRIDAY, 21 JUL 2017
Listed Australian equities investment company Milton Corporation has entered into an agreement to acquire an unlisted investment manager for $18 million. Consideration will be the issue of new Milton shares, and Milton managing director Frank Gooch ...