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Showing 1 - 10 of 12 results for "Partner Program"

FPA membership declines, deficit materialises

ANDREW MCKEAN  |  THURSDAY, 3 NOV 2022
... retired affiliates, growing from 206 to 229 members. The FPA also noted that it no longer runs the Professional Partner program, and that in line with the Constitution, only individual persons can become members. Meanwhile, after achieving a before-tax ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... investment adviser and fund manager Stockspot. Having been beta tested throughout 2016, Stockspot has launched its Partner Program to accountants, providing them and clients with access to its investment platform without the need for financial advice. ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... target the high net worth market through different strategies such as launching an accountant preferred business partner program and targeting professionals such as lawyers or doctors. Perpetual Limited reported an underlying profit after tax of $130.5 ...

Fractional prop trading platform gets AG backing

LINDA HAUSKEN  |  TUESDAY, 10 JUL 2012
... approximately $1.5 billion. "We are delighted to welcome our first group of partners into the DomaCom Foundation Partner Program who will work with us on developing a sustainable fractional property investing model that will have significant positive ...

iPac buys $230m SA planning practice

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Wealth management firm iPac has bought a $230 million Adelaide-based planning practice, growing the funds under management of its South Australian arm to more than $1.2 billion. Financial advisory firm Intervest Holdings has taken its team of six financial ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... practice level. Anderson will also be responsible for providing advisers with access to Guardian's Adviser Referral Partner Program. At CBA, Anderson provided banking and debt solutions for financial advice firms. In addition to CBA, Anderson has 15 ...

Advisers want transparency from licensees

ALEX DUNNIN  |  MONDAY, 7 MAY 2007
Adviser groups charging their franchisees too much is forcing practices to consider switching groups or whether they should set up on their own, said Darren Wise, managing director of Financial Planning Services Australia (FPS). "Some adviser practices ...

Preferred partner menus don't compromise quality: Asgard

... Asgard Wealth Solutions' chief executive, Geoff Lloyd, has dismissed concerns that the group's proposed preferred partner program compromises the quality of their investment menus. Last week the group said it asked 20 fund managers, shortlisted after ...

FPA challenges ALP to pass "super choice" legislation before Christmas

... portability." Ms Smith said the new Financial Services Reform legislation and programs such as the FPA's Professional Partner Program addressed consumer protection concerns. The objective of the FPA's extensive Professional Partner Program, which was ...
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