Search Results | Showing 11 - 20 of 25 results for "Platform Report" |
| | | ... most-used platform had an SMA capability went from 10% in 2013 to 25% in 2014, the Investment Trends December 2014 Platform Report found. This shows that "the availability of SMAs to financial planners increased significantly in 2014," with Colonial ... |
| | | | Investment Trends has released its 2014 platform report, which compares 466 "key characteristics" of 12 major investment platforms. Originally made available to Investment Trends clients in December, the report highlights increasing regulatory compliance ... |
| | | | ... Platforms are spending almost half of their development budget on regulatory compliance, the Investment Trends 2013 Platform Report found. The research covered 454 key characteristics of 13 platform providers and found that spending on developing new ... |
| | | | ... competitive investment platform industry. It received the Most New Developments Award in the Investment Trends 2012 Platform Report, coming 7th overall out of the 25 platforms reviewed. The HUB24 platform has positioned itself as an alternative to major ... |
| | | | ... also ranked first for product offering, transaction capabilities and accessibility. The Investment Trends 2012 Platform Report is based on detailed analyst reviews comparing 25 leading master trust and wrap platforms across over 463 aspects of their ... |
| | | | ... platforms was 32% of funds under administration for 2011, according to Rainmaker Information's recently published Platform Report. Prior to the change ANZ Wealth was using Lonsec for ANZ Financial Planning, Morningstar for Millennium3 and Morningstar ... |
| | | | ... channels to create a vertically integrated wealth management eco-system, according the just released 2012 Rainmaker Platform Report. The big seven that include BT Financial Group, MLC, CFS, OnePath, Macquarie and the combined AMP-AXA group, by June 2011 ... |
| | | | ... they expected platforms to help them get clients to opt-in and 46% expect help with administering opt-ins. The platform report released today, covering 26 leading master trusts and wrap platforms, points to this as a motivating factor in the $130 million ... |
| | | | ... months. "As a result of this we are identifying gaps and finding solutions." According to the Investment Trends Platform Report of 2010, netwealth is one of only three of Australia's 26 leading mastertrust and wrap platforms that is totally independent ... |
| | | | ... award-winning AdviserNET which recently won the 'Best Navigation and User Interface' award in the 2010 Investment Trends Platform Report. |
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