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Showing 1091 - 1100 of 2504 results for "platforms"

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... Her experience in wealth and financial advice spans 13 years, having worked at TAL as national accounts manager of the platforms business, responsible for overseeing relationships with investment platforms and other key partnerships. Prior to that, she ...

Custodian strengthens front-office with $3.5 billion acquisition

KANIKA SOOD  |  MONDAY, 23 JUL 2018
... provide advanced data aggregation, analytics and compliance tools, and connect and exchange data with other industry platforms and providers. State Street president and chief operating officer Ron O'Hanley said the custodian is confident that the ...

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... clients wish to access it, a new administration fee structure will also be available on the BT Wrap and Asgard eWrap platforms. According to BTFG chief executive Brad Cooper, the new pricing structure is set to provide consistency to advisers and their ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... opportunities, with decisions able to be actioned earlier thanks to the new functionality. BT Financial Group head of platforms product development Anil Sagaram said the new functionality would help advisers provide timely advice. "Advisers are looking ...

Macrovue appoints ANZ Wealth executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
... in marketing," Bristow told Financial Standard. "Scott's networks and experience across share trading, investment platforms, private banking, financial advice, life insurance and investment lending will be invaluable for Macrovue as we look to accelerate ...

Pengana hires distribution lead from NAB

KANIKA SOOD  |  THURSDAY, 19 JUL 2018
... Brett Guerin will be responsible for managing Pengana's relationships with large dealer groups and their associated platforms. Pengana's distribution team is headed by Damian Crowley. "We're very pleased to welcome such an experienced funds ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... financial services Royal Commission, HUB24 said this will likely accelerate the shift away from large institutional platforms. It is currently working with institutionally aligned advisers to meet the best interests of their clients by providing alternative ...

Financial services executives in the money

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
... alone. As at March 2018, Netwealth was the 10th biggest platform by market share and attracted 22.1% of net fund flows to platforms in the previous 12 months - 11 times its market share. It has been less than 12 months since Netwealth debuted on the ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
... industries. "In my early career in the advice software space I was hands-on, trialing and piloting the first advice platforms and training paraplanners in different types of technology. From the beginning, I have always been very passionate about making ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... years. He has 25 years' experience in financial services; he held senior distribution roles at OneVue as head of platforms, IOOF-owned Australian Executor Trustees as head of distribution and Citibank as head of advice.