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Showing 81 - 90 of 1866 results for "broker"

Second bidder enters SelfWealth takeover talks

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
The proposed takeover of SelfWealth heats up as AxiCorp Financial Services attempts to ensnare the trading platform from Bell Financial Group (BFG). AxiCorp has lobbed a bid of 23 cents per SelfWealth share, one cent more than what BFG proposed on Wednesday. ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... Australian Catholic Super investment chief Michael Block has landed at Bellmont Securities, the boutique portfolio manager and broker. In the new role, Block will oversee all aspects of Bellmont's investment strategy and portfolio management. He ...

JP Morgan subsidiaries fined $230m by regulator

JAMIE WILLIAMSON  |  FRIDAY, 1 NOV 2024
The fine relates to several failures by J.P. Morgan Securities and J.P. Morgan Investment Management, including recommending more expensive mutual funds when almost identical ETFs were available much cheaper. J.P. Morgan Securities (JPMS) and J.P. Morgan ...

Qantas Super lowers investment fees, updates cash option

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
Qantas Super announced changes to its Cash option, updated its exclusions criteria, and lowered investment fees for members. The Cash option's objective is to achieve a return after tax and investment fees equal to the Bloomberg AusBond Bank Bill ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... Australia, having joined in September. He is the former head of distribution and marketing at Bell Direct and its brands Desktop Broker and Bell Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... Streamlined adviser portal, including enhanced trading capabilities through the new Asset Preference List (APL). Integration of broker order pads and bank data feeds. Upgraded applications portal with automatic form generation. Digital account management ...