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| | | ... Meanwhile, it highlighted cost efficiencies from the completed migration of Bell Potter Securities clients to a third-party platform's clearing system, resulting in over $2 million in annual savings. Funds under advice grew at an 8.1% compound annual ... |
| | | | ... organic and inorganic growth, while further acquisitions of client bases continue to be negotiated," Singh said. Regarding platform administration, he added that Fiducian platforms for its financial advisers are now complemented by its offering for the ... |
| | | | ... which can impact performance, liquidity, and fees." He added that the partnership with Preqin is the first step in the platform provider's commitment to supporting advisers with private market education and product access. "BT sees the sector as an increasingly ... |
| | | | APRA's annual superannuation performance test fails to consider results where it truly matters - at the member level - and ends up missing the mark on ensuring positive member outcomes, according to a financial advice expert advocating for better ... |
| | | | ... of super funds including Guild Super and Verve, are supporting the campaign, which is spearheaded by fintech trading platform, SIX. SIX has teamed up with not-for-profit group Alliance for Gambling Reform (AGR) to put pressure on Seven West and Nine ... |
| | | | ... continue to leverage best-in-class technologies, while allowing us to streamline and simplify our enterprise Sonata software platform for the betterment of our other existing and new enterprise wealth clients. Fidelity is a key client of ours and one ... |
| | | | ... company's growing insurance clientele." Janus Henderson also said that its institutional and private wealth distribution platform as well as its "significant relationships" with financial intermediaries will support the distribution and development of ... |
| | | | ... appointment of Ayesha Parra as global head of alternatives to lead the overall business strategy for the firm's alternatives platform globally. Parra, who joined in July, leads a team of alternatives specialists who incorporate private markets into the ... |
| | | | The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ... |
| | | | BlackRock, DNR Capital, Elston, Lonsec and Zenith have been added to the Expand Extra menu, doubling the wrap platform's separately managed account (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management ... |
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