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Showing 91 - 100 of 2107 results for %22platforms%22

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... selected FIS Global's Compass registry to underpin the shared technology ecosystem of its Evolve and Master Trust platforms, with the group saying that having commonality across the operating environments will provide opportunities to remove duplication ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... appointment scheduling to support meeting growing client demand. In the past year, many advisers consolidated the number of platforms in their tech stack. About 43% of advisers now only use two platforms, up from 32% in 2022. Despite the consolidation ...

Mercer appoints first Wealth Pacific chief

ANDREW MCKEAN  |  MONDAY, 24 JUL 2023
... led Challenger's Fidante Partners business, transforming it into one of Australia's largest multi-boutique investment platforms. She's also served as managing director and global chief operating officer of client relations and marketing at RREEF (New ...

AMP adds three group executive roles

CASSANDRA BALDINI  |  THURSDAY, 20 JUL 2023
... organisational structure following its recent divestments. The wealth manager said it will elevate the leadership of its platforms and advice businesses in two new roles on its executive committee. Its current director of platforms Edwina Maloney and ...

Westpac closes Specialist Businesses Division

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2023
Westpac has decided to fold the Specialist Businesses Division that once housed its platforms, superannuation and insurance businesses, redeploying its lead Jason Yetton. The bank has restructured in support of its next strategic phase, chief executive ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ...

Technology top threat to company culture: Report

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... (A&O Consulting), Organisational culture in financial services, 62% of senior leaders view new and emerging technology platforms as the biggest threat to an organisation's culture. The report said technological innovations pose a variety of challenges ...

BlackRock raises $500m for Super Battery

ANDREW MCKEAN  |  THURSDAY, 29 JUN 2023
... battery storage is the critical technology of today - applied both on a small scale in homes and for large-scale battery platforms like the Waratah Super Battery. BlackRock is pleased to invest in the Waratah Super Battery, on behalf of our clients ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
Bringing an end to years of speculation and sales discussions, Westpac will retain its platforms business, saying it intends to "aggressively compete" in the space. Despite having carried out a lengthy and competitive sales process, Westpac is going ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... Vincent spent the last five years at BT, most recently as the chief strategy and product officer. Before that, she led the platforms, investments and operations team as managing director, and was general manager of platforms and investments. Vincent's ...