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Showing 91 - 100 of 107 results for "Wealth platform"

MLC promotes retail platform GM from within

MARK SMITH | TUESDAY, 17 FEB 2015

MLC has promoted Kathy Vincent to the role of general manager, retail wealth platforms. Vincent joined MLC in 2012 with more than 20 years of financial services experience. She has led the company's retail investment platforms strategy team since 2012 ...

AMP recruits NAB executive to head product, strategy

LAURA MILLAN | MONDAY, 19 JAN 2015

AMP has appointed a former NAB executive to the role of director of product, strategy and services, following an extensive search. NAB former general manager of retail wealth platforms Dean Thomas joins AMP today. The role was last held by Melinda Howes ...

Hedge fund growth problem not helped by new products

MARK SMITH | FRIDAY, 21 NOV 2014

Hedge fund managers pinning their hopes on new products to drive inflows and business growth are underestimating the costs involved as well as the effect on margins, a new report from EY has found. The global survey compared opinions from 100 hedge ...

Netwealth rebates nearly $4m in fees

MARK SMITH | WEDNESDAY, 19 NOV 2014

Privately owned platform provider, netwealth, has paid out $3.8 million in fee rebates over the past three years to investors and super fund members. The figure includes $2.1 million paid out by the company in the last 12 months and netwealth expects ...

Netwealth brings portfolio management tool in-house

LAURA MILLAN | WEDNESDAY, 10 SEP 2014

Netwealth has fully integrated the SMART portfolio management tool into its platform to improve user experience and client access to information. SMART was previously outsourced, and is a real time modelling and rebalancing system which provides advisers ...

UK has overtaken Australia for platform innovation: Bravura

ALEX DUNNIN | WEDNESDAY, 16 JUL 2014

... they are world leaders, in reality they have been surpassed by developments in the UK. Stevens said Australian wealth platform development is being held back because these groups believe that their access and control over in-house technology is their ...

Platforms pushed by utility as well as technology

ALEX DUNNIN | WEDNESDAY, 21 MAY 2014

While rapid advances in technology is putting platforms under pressure to keep evolving, platform operators believe they need to not just add functionality but features that actually improve investor's connectivity and usefulness. Speaking at the "Riding ...

BT announces upgrades to ageing Wrap platform

MARK SMITH | FRIDAY, 14 FEB 2014

... the updated platform is built for the new regulatory environment and will cope better with industry changes. The wealth platform will be delivered in stages over the coming years with the first phase of the investment platform, 'BT Cash' scheduled for ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH | FRIDAY, 29 NOV 2013

The Peters MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building ...

CBA to snare DIY investors with MyWealth platform

MARK SMITH | THURSDAY, 7 FEB 2013

Commonwealth Bank yesterday launched MyWealth, a new platform which attempts to attract the three million Australian do-it-yourself investors to trade shares, ETFs and fixed interest investments online. Described by the bank as a first for the Australian ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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