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Showing 1191 - 1200 of 2601 results for "Platforms"

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.

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... bracket," Six Park chief executive Pat Garrett said. The top reasons driving use of automated investment and advice platforms were lower fees and investment diversification, highlighted by 18.3% and 16.7% of users respectively. "It's no surprise ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... to have this support model in place." Woods added advisers are looking for more technological and phone support from platforms and planning software to free up their time and provide compliant end-to-end solutions to achieve this. "In addition, with ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... clients. "AdviserLogic is very committed to its direct data feed product, DataLogic that has now grown to include dozens of platforms, fund managers, stock brokers and insurers," Gara said. "Adding BGL's Simple Fund 360 allows us to offer a comprehensive ...