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Showing 1141 - 1150 of 2601 results for "Platforms"

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... Financial Standard. "Over the last 18 months we have been talking to our clients on what they are looking for in their platforms for their future needs," Walker said. "Effectively it combines non-custody [virtually managed accounts] and custody based ...

Platform fee disclosures overlooked: ISA

KARREN VERGARA  |  THURSDAY, 10 JAN 2019
... would allow consumers to more easily compare the appropriateness of different products, such as superannuation funds, platforms, and other managed investment schemes." It was a glaring omission that the Australian Institute of Superannuation Trustees ...

Simpler fee disclosure on ASIC agenda

KARREN VERGARA  |  WEDNESDAY, 9 JAN 2019
... superannuation held via a platform. Most bank-owned and other retail choice superannuation products are held through platforms," AIST chief executive Eva Scheerlinck said. Scheerlinck added the Royal Commission highlighted serious problems with fees ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... September-end analysis from Strategic Insight. Wraps have the biggest share of the total masterfunds market ($380 billion), platforms ($343 billion) and master trusts ($137 billion) and the big four dominate. BTFG has the biggest slice of the pie, administering ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... research on specific equities to the UBS platform, a spokesperson for UBS confirmed. UBS managing director, head of platforms Scott Webster said: "We selected Morningstar for a number of reasons, including ease of integration of their application programming ...

ASIC sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... the corporate regulator announced a new project reviewing the practices of managed discretionary accounts (MDAs) and platforms to identify issues affecting consumer outcomes. This includes looking at transparency and conflicts of interest. The increased ...

Sydney fintech sells for $339m

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... services such as customer relationship management (CRM), fraud detection, risk, identity verification and analytics platforms - meaning banks can accelerate their speed to market while managing compliance. Avoka co-founder and chief executive Philip ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
... $131 million at September end. Now, the boutique is targeting a $100 million raise in the next 12 months through mFund, platforms, and the adviser channel together. "It would be really hard to say but I think we are looking to raise over $100 million ...

Perennial ups retail distribution

DARREN SNYDER  |  MONDAY, 10 DEC 2018
... including national and independent dealer groups, independent financial advisers, stock broking, private wealth segments and platforms. "I have great respect for Perennial Value's investment approach and am excited to be joining a team of such high calibre," ...

Boutique behemoth in the making

DARREN SNYDER  |  THURSDAY, 6 DEC 2018
A global insurer and asset manager is aiming to become one of the world's five largest multi-boutique platforms in the next five years as it acquires a London-based alternative manager. Generali is acquiring CM Investment Solutions (CMISL) from Bank ...