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Showing 1111 - 1120 of 5664 results for "Solutions"

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
... million. Diverger provides licensing, network infrastructure and technology services, portfolio services and accounting solutions. GPS Wealth, Merit Wealth, Paragem, AFSL Compliance, Priority Networking, DWA, Care Portfolio, Tax Banter and Knowledge ...

Betashares expands fixed income range

CHLOE WALKER  |  THURSDAY, 21 SEP 2023
... Betashares US Treasury Bond 7-10 Year Currency Hedged ETF (US10) have been added to the fund manager's range of fixed income solutions. UTIP aims to track the performance of an index (before and after expenses) that provides exposure to a portfolio of ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... have traditionally been under-analysed, resulting in a lack of optimisation and many organisations building quick-fix solutions or outsourcing the process. "With organisations identified as having misled customers receiving publicised penalties, there's ...

Pacific Current Group buys into fund manager

CHLOE WALKER  |  WEDNESDAY, 20 SEP 2023
... diversity. Having invested nearly $1.5 billion of capital since inception, Avante provides private credit and equity solutions to high-quality companies underpinned by strong management teams and attractive financial profiles. Specifically, the firm ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the ...

Prime Super acquires utilities provider

KARREN VERGARA  |  TUESDAY, 19 SEP 2023
... Super and Yates Electrical Services Group acquired 100% of Savant Energy Power Networks to deliver renewable energy solutions to apartments, retirement villages, shopping centres, and office buildings. Last month, PATRIZIA acquired Chepstowe and Maroona ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... explore diverse business models within Loyalty's network, identify core challenges in risk advice, and innovate solutions. According to the businesses, recent research conducted revealed only a small fraction of advisers are consistently providing ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... curated group of fund managers. Such connections could enable fund managers to identify who could benefit from their solutions, create market-specific offerings, and become trusted solution providers to advisers. Co-founding WealthLeaders eXchange alongside ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... The median answer was just $1000. Wamsteker said platform providers need to continue to update and improve technology solutions, to provide advisers with the tools that clients value. "An integrated digital experience, automated tax and performance reporting ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
... relationship with HUB24." "Our commitment is to leverage our global position and integrated banking model - through bank-wide solutions, systems, and architecture - to support HUB24's growth and the delivery of products and solutions for their clients." ...