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Showing 1131 - 1140 of 2504 results for "platforms"

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... partners with estate planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered ...

AMP platform fees laid bare

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
The Royal Commission brought to light several gaping holes in AMP's fee charging mechanisms across its platforms, as well as its inaction to comply with the legislative changes concerning opt-in financial advice fees. AMP head of platform development ...

MLC, Colonial First State make key appointments

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
The acting general manager of product at Colonial First State will join MLC to lead its wealth products and platforms division. CFS and MLC have confirmed that Sam Wall will join MLC in May as general manager, wealth products and platforms. Wall succeeds ...

CFSGAM prepares IPO, names board candidates

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... managed $219 billion of assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide.

Westpac paid out $200m annually in conflicted remuneration

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... submission to the Royal Commission earlier in 2018. Westpac also provided a statement from BT Financial Group head of platforms product management Constandina Kotsopoulos, who noted that since 1 July 2013, Westpac has made three platforms available as ...

Fintech launches active trading platform with no monthly fees

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... feedback from our beta users, such as the margin break down module to help our clients manage their risk," Saxo's head of platforms Christian Hammer said. SaxoTraderPRO will replace the current SaxoTrader platform. Earlier this month, it was rolled out ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
BT Financial Group announced its general manager of platforms and investments will leave after 14 years with the firm. It has also appointed NAB's general manager of retail platforms to the role. John Shuttleworth managed BTFG's platforms business since ...

AMP's buyer of last resort measures scrutinised

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... Resort measures, up until June 2017, were designed to incentivise financial advisers to show preference for its in-house platforms. Giving evidence on the first day of the Royal Commission's inquiry into financial advice, AMP group executive, advice ...

ASIC lifts licence conditions on CountPlus subsidiary

KANIKA SOOD  |  MONDAY, 16 APR 2018
... Rantall was hired as an independent chairman following ASIC's investigation. The new leadership reframed its governance platforms, re-set remuneration practices and designed and implemented quality assurance policies and processes, TFS said. In 2015 ...

Advisers no longer standing still on social media

DARREN SNYDER  |  MONDAY, 16 APR 2018
Financial advisers are no longer sitting on their hands when it comes to social media, using various platforms to have the most meaningful conversations with clients. Latch Social founder and director Tom Loneragan said social media has become a crucial ...