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Showing 1191 - 1200 of 2504 results for "platforms"

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... Ignition is struggling with the implementation process and is yet to embrace goals-based investing. He added constraints on platforms in regards to the treatment of data can make client conversations at review time difficult. "If you're getting your ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... currently finding it difficult to meet current proprietary requirements imposed by various industry participants such as platforms and other managed account providers. "With the rapid growth of managed accounts in the financial services industry, model ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... maintained. "This result shows the business is in good shape. We maintained our number one market share position on all retail platforms, saw strong FUA growth on Panorama, continued insurance premium growth and a further strengthening of our Private ...

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... Centrepoint has been transformed into a leader in Australia's financial advice industry, with a series of new strategic growth platforms performing well." "Together with the support of a strong management team, John has led the way in championing a more ...

ASIC reviews RG97 impact

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... the average increase in disclosed costs was about 23 basis points for MySuper products," he said. Fitzpatrick warned platforms will not be exempt from the reforms.

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... different assets to be managed together in one place. "Integrating annuities was an important first step to evolving our platforms for the future and the delivery of FirstChoice Managed Accounts next month shows our continued commitment to advisers by ...

Banks will step out of wealth: Medcraft

DARREN SNYDER  |  TUESDAY, 31 OCT 2017
... world where having the monopoly on customers won't exist because there will be open data and you will have to compete on platforms," Medcraft said. At one of his final presentations as ASIC chair, Medcraft labelled his biggest achievement as securing ...

Rising alternatives manager appoints new MD

ALEX BURKE  |  FRIDAY, 27 OCT 2017
... experience at HSBC, Mann added: "He was responsible for all internal and third party investment management solutions, platforms and programs. Sam managed large portfolio management teams, repositioned and rebuilt large scale investment businesses for ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... investors are looking for within the increasingly popular SMA structure," Martin said. XTB also has two SMAs on Praemium platforms and Macquarie's Investment Wrap; and are available on AMP North Super and Allocated Pension.

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... designed to automate business administration for the advice, super and insurance industries. Midwinter said the two platforms will "seamlessly integrate" with PractiFI's advice-specific CRM, preventing duplicate data entries and reducing the risk of ...