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Showing 1061 - 1070 of 2601 results for "Platforms"

Adviser stole $200k from SMSFs

ELIZABETH MCARTHUR  |  TUESDAY, 6 AUG 2019
... Between 2004 and 2008 Michael was a representative of Sentry Financial Planning, Solutions Wealth Strategies and Insignia Platforms. In addition to the theft, ASIC found Michael failed to disclose commissions on investments he recommended, failed to ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... launched on HUB24. Financial Standard understands that at this stage Patersons has no plans to add the models to any other platforms. Wigzell said the SMA models benefit from the stockbroking expertise within Patersons "From a stockbroker's perspective ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... March, according to Rainmaker data. Platform funds under administration in trusts, wraps and selected managed accounts platforms increased 3% over the period - reaching $699 billion. That annual lift in FUA amounted to $18 billion. Financial adviser ...

MLC Wealth shuffles leadership

HARRISON WORLEY  |  THURSDAY, 25 JUL 2019
... Lloyd said the business needed experienced leaders to drive the transformation and growth of its four pillars - advice, platforms, asset management and retirement and investment solutions - in the new operating model he announced in March. "These leaders ...

Aussie income fund added to platforms

KRISTI CHENG  |  MONDAY, 22 JUL 2019
... infrastructure manager has announced its Infrastructure Income Fund is now available on a wide suite of retail investment platforms. The RARE Infrastructure fund is now on eight retail investment platforms, with BT Wrap being the latest addition. It ...

New chief at CBA Group Super

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... Durbin has had a long career with CBA, having spent nine years at Colonial First State, working his way up from head of platforms to general manager of strategy and retirement. He was a non-executive director of CBA Group Super from 2012 to 2016, before ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... accounts suite has launched on Praemium initially, but Hampshire said Russell plans to roll out the offering to other platforms very soon. "Our research shows Australian advisers continue to be faced with a limited choice between two key structures ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... in terms of market share in Australia. Now, BT has announced new enhancements for the platform. BT general manager of platforms, investments and operations Kathy Vincent explained that growth of BT Panorama has been driven by adviser demand and the rise ...

Charter Hall industrial fund scores top Lonsec rating

HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... 45% with a current LVR of 33%." The fund is open for investment through a minimum investment of $20,000 on a range of platforms, including BT Panorama, Macquarie, Netwealth and HUB24.

HUB24 defends cash accounts

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
... exorbitant fees being charged on financial services products it would appear untenable for members of super funds using the platforms to be slugged with fees that wipe out the return on cash," the article read. In response, HUB24 said it maintains flexible ...