Search Results | Showing 1051 - 1060 of 2601 results for "Platforms" |
| | | ... accounts, ETFs and the list goes on," he said. "And I fully expect that with continued feedback and use from advisers, platforms and producers will continue to build this capability." The research also shows there were more than 2270 model portfolios ... |
| | | | ... accounts (MDAs). The regulator said it is reviewing MDAs and as part of that review has demanded certain information from platforms and MDA providers - including information in regards to fees. Nejasmic was previously head of sales at Xplore Wealth ... |
| | | | ... improved returns for clients, and secondly simplified and improved compliance for advisers, dealer groups and investment platforms." Burbidge was state manager for Certitude Global Investments (a subsidiary of Ironbark Asset Management) before joining ... |
| | | | ... financial advisers from major wealth management institutions moving to Netwealth services as those looking to change platforms continued to increase. About 75% of net inflows came from existing adviser clients. Joint managing directors Matt Heine and ... |
| | | | Since the end of the Royal Commission, ASIC has been collecting information from platforms on the fees they charge and the financial advisers using them. In a letter obtained by Financial Standard, ASIC requested the names of every retail client who ... |
| | | | ... in-house but will now rely on Zurich to look after its retail distribution in Australia including relationships with platforms, research houses and advisers. Celeste managed $592 million at end of last financial year but is currently down to $75 million ... |
| | | | ... commission expense that was slashed by more than half to $2.4 million. Referring to recent media coverage of investment platforms providing low or negative interest rates on cash investments, chief executive Michael Ohanessian said Praemium delivers ... |
| | | | ... Macquarie Group. During his time at Macquarie, Delaney oversaw the creation and growth of Macquarie Life and led Macquarie's platforms, superannuation and online broking businesses. He departed Macquarie as executive director, head of wealth product ... |
| | | | ... which contributed $862 million, up $21 million or 2%. This was driven mainly by growth in the FirstChoice and CFSWrap platforms, which had $94.3 billion and $32.4 billion in funds under administration respectively. Commonwealth Financial Planning reported ... |
| | | | ... as US, Germany, the UK, and fintech verticals. In sectors like payments and lending, investors have a good sense of platforms that will be sustainable, and directed their investments accordingly. In Europe, fintech investment started strong despite ongoing ... |
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