Search Results | Showing 91 - 100 of 237 results for "OneVue" |
| | ... Trustee Partners acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider ... |
| | | OneVue's funds administration arm is welcoming a new chief operating officer. Melissa Gomes joins OneVue from KPMG, where she was associate director of superannuation advisory risk consulting. Prior to that, she held three roles at the Harwood Superannuation ... |
| | | OneVue and a specialist managed account provider have been chosen by a boutique financial advice firm to deliver a customised solution to high-net worth clients. Following a business model review, Victorian advice practice Kuda Wealth now offers a suite ... |
| | | ... Trustee Partners has acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive ... |
| | | OneVue acquired an online education platform for both financial advisers and consumers as part of a wider strategy to better connect the advice and funds management industries with investors. OneVue has bought digital distribution and education platform ... |
| | | ... Fund, Chester High Conviction Fund, Apollo Global Equity Fund, Pilgrim Global Equity Fund and Pilgrim DW Equities Fund to OneVue. Copia switched to OneVue from NAB Asset Servicing. In an investor release, Copia said the move to OneVue would bring "some ... |
| | | ... both non-executive and executive roles at leading public and private growth companies including Paypal, Macquarie, Eclipx, OneVue and Melbourne IT," Moshal said. Pemberton joins the Prospa board alongside her current roles as chair of Melbourne IT and ... |
| | | ... Trends saw FirstWrap rank fourth for overall platform functionality, as rated by financial advisers. Netwealth, HUB24, OneVue, FirstWrap and Asgard eWrap comprised the top five. |
| | | OneVue has sold its self-managed superannuation administration business. The business was acquired by AMP, via SuperConcepts. SuperConcepts chief executive Natasha Fenech said the acquisition is "consistent with our growth strategy, building the scale ... |
| | | OneVue is gaining traction among financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered ... |
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