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Showing 1161 - 1170 of 2601 results for "Platforms"

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... information," Mercer said. "The report has shown that high performing firms are more likely to introduce new systems and platforms over the next 12 months that give the client accessibility and insight. These include dedicated client portals, mobile ...

Managed accounts provider ramps up tech strategy

KARREN VERGARA  |  FRIDAY, 5 OCT 2018
... Interfaces (APIs), existing databases and back-end software will remain in place to create a front-end across existing platforms. This is for the user interface and to capture client instructions, he explained. "This will provide flexibility to be able ...

BlackRock outlines ETF plans for Australia

KANIKA SOOD  |  FRIDAY, 28 SEP 2018
... these larger cluster groups that form." BlackRock also has a managed accounts solution with model portfolios that sit on platforms. "That's one avenue but also to speak to the other providers of managed accounts to increase our share of the wallet ...

Netwealth hires from BTFG

KANIKA SOOD  |  FRIDAY, 21 SEP 2018
... Netwealth has hired a senior distribution executive from BT Financial Group. Sid Cavallaro was BT's state manager for platforms for New South Wales and was at BT for eight years. He will now work on Netwealth's senior distribution team and be responsible ...

AFA launches consumer advice expo

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... our industry and very familiar to consumers. The partnership provides us with access to Pinstripe's far-reaching platforms which means we will be able to deliver many parts of the expo program to Australians right across the country," he said. In ...

Fintech specialist joins platform provider

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... Software and is managing director of Bizzarch Consulting; helping financial services organisations design and develop platforms. Mahoney said: "Having a background in designing and developing innovative platforms and teams I'm excited to join the rapidly ...

Asset manager gives ESG data to BNY subsidiary

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
A BNY Mellon company has partnered with a global asset manager to integrate ESG data into the investment platforms of its clients. Eagle Investment Systems - a subsidiary of global giant BNY Mellon - partnered with Arabesque to implement its Arabesque ...

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
... new products and services. It's also rolling out wrap and super solutions to meet a growing demand for independent platforms shifting to non-bank aligned business models. Sharp said in addition to building the stockbroking and financial advisory ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... a universal bank appealing to a mass market." Woldemichael added the average account balances of the biggest UK robo platforms suggested robo-advice was "a mass market game," with excessive fees the reason investors didn't flock to UBS' robo offering. ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... development manager to meet growth in its managed accounts offering, as more advisory groups move to access managed account platforms. Jessop brings 10 years of distribution experience to the boutique, having previously worked in distribution roles at ...