The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 20 results for "Wealthtrac"|
|... management had already undertaken much of this work as part of the unwinding of operations as a result of the sale of Wealthtrac to its original founders," Damien Hodgkinson of Olvera said. "We want to create as little disruption as possible, as we enter ...|
|... and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap provider Wealthtrac, which is used by over 6000 advisers and clients, for an undisclosed figure. It has two wrap products: the Wealthtrac Superannuation ...|
|Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device. Wealthtrac chief executive Matt Johnson said the app recognised the shift occurring in the delivery ...|
|... that there were some who should not be in self-managed funds, he said the bulk fall into the former category. However, Wealthtrac managing director Matt Johnson said the ATO was not the best regulator for the job. "Would it be beneficial to have a regulator ...|
|... service and support, which now includes mobile access," Smith added. REI Super's new app follows the recent release of Wealthtrac's SMSF smartphone app.|
|Boutique platform group Wealthtrac has launched a mobile device application focused on self managed super that even facilitates fund establishment while mobile. Wealthtrac managing director, Matthew Johnson, said, "Our cloud-based SMSF platform brings ...|
|Platform provider Wealthtrac has appointed a self-managed superannuation fund (SMSF) sales specialist to develop its business in the potentially lucrative, but hard-to-access DIY super market. As business development manager - SMSF, James Macken will ...|
|... broking account application. Superfund Wholesale's system follows the launch of cloud-based solutions from BGL and Wealthtrac. Kitto said advisors utilising the SMSF iSystem would benefit from a reduction in errors, multiple cost savings, significant ...|
|... am a specialist. Advisers need to leverage this and improve their competencies and capabilities," Magney said at a Wealthtrac lunch held in Sydney. Gerard Hermens, Strategic Learning Partnerships managing director said that it was urgent for advisers ...|
|Wealthtrac, has launched a cloud-based SMSF platform that centralises administration and reporting to build efficiencies for advisers. The platform comes after two years of research that investigated where independent advisers could benefit from greater ...|
Intensifying its commitment to the Asia Pacific region, State Street has appointed a long serving J.P. Morgan executive as its first country head for Australia.
Former Spectrum Wealth Advisers chief executive Mark Schroeder has been slapped with banning orders in addition to his six-year ban from providing financial services.
New analysis from Rainmaker Information shows about 60% of all MySuper products reduced their fees last financial year, with the average fees paid by members now sitting at 1%.
Octopus Investments, an energy asset manager, has made several appointments after recently surpassing $1 billion in assets under management.
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