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In the News
Interested in knowing what financial simplicity has been doing lately?
- The ABCs of IMAs and SMAs - Presentation to FINSIA Member Group
- Article in Asset Magazine regarding benefits of managed accounts for consumers and practices
- Financial Simplicity Chosen as Member of Australian Technology Showcase
- Vivid Financial Chooses Financial Simplicity
- Wealth Insights compliance survey spells good news for Financial Simplicity clients!
- Financial Simplicity goes Green!
- Solution for the Staff Shortage Crisis in the Financial Services Industry
- Financial Simplicity launches Open Edition Managed Account Technology Toolkit
- Jason Entwistle appointed as Non-Executive Director
- Financial Simplicity achieves portfolio rebalancing record
- Stuart Holdsworth speaking at 2007 Annual SMA Conference
- Stuart Holdsworth appointed to board of Institute of Managed Account Providers
- Cygnet Capital licenses financial simplicity for small cap managed accounts
- Investment and Technology Magazine September 06 - Model Portfolios - hidden challenges with a simple concept
- Investment and Technology Magazine August 06 - Managed Accounts - the merging of advice and asset management
- Investment and Technology Magazine July 06 - Challenges with broad distriubution of managed accounts
- First Samuel licenses financial simplicity for Individually Managed Accounts
- Investment and Technology Magazine May 06 - 'Are SMAs a stepping stone to
the real deal of IMAs' - Investment and Technology Magazine April 06 - 'Why most roads lead to managed accounts'
- Investment and Technology Magazine March 06 - 'Managed Accounts: What's all the fuss about'
- Australian Financial Review May 2005 - 'IMAs for Less'
- Asset Magazine June 2005 - 'IMAs get an overhaul'
- Financial simplicity comments in Investment and Technology magazine on how IMAs may best fit with WRAP platforms.
- Financial simplicity publishes case study on how Clime Asset Management achieve significant reduction in costs and effort to operate IMAs.
- Parker Asset Management licenses financial simplicity.
- Financial simplicity provides IMA solution for Clime Asset Management.
- AusIndustry awards financial simplicity prestigious COMET grant for elite technology companies.
- Stuart Holdsworth, financial simplicity Managing Director, addresses the Adviser Solutions Conference and Expo 2004.
- Stuart Holdsworth, financial simplicity Managing Director, chairs the Listed Security and Management Investments Conference at the ASX.
 Quick Links
Case StudyClime Asset Management |
