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Showing 1201 - 1210 of 2504 results for "platforms"

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
... consolidated three business units resulting in a series of senior management overhaul. The company merged its customer platforms, customer experience and strategic innovation functions into a single unit known as 'customer marketplace'. Pip Marlow, who ...

Rising star scores major absolute return mandate

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... Street's fund, which has delivered 22% over the year to date, was recently rated positively by SQM and has been included on platforms including netwealth, HUB24 and Powerwrap. Sheen said this reflected the demand for liquid, daily priced alternative ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... discusses content marketing and how to boost client engagement via email. He also recommends LinkedIn and Facebook as platforms for marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat and Eleanor Dartnall put advisers ...

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... current client of Powerwrap, Davidson said advisers and their clients are moving away from bank-aligned licensees and platforms in search of something unique in the high net worth investor segment with the highest-level of customer service. "By bringing ...

Fees dominate super choice, RG97 falling short: ISA

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... entity versus a platform superannuation entity, the report said. Linden said more than $500 billion is invested through platforms, which are typically owned by banks and wealth management groups and used by financial planners. "The new super rules are ...

Multi-asset strategy enters Aussie retail market

DARREN SNYDER  |  THURSDAY, 21 SEP 2017
... also means you have a big duration bias," Stevens said. The fund is working through its introduction to several major platforms and has already been rated by several independent research houses. Globally Fulcrum manages about $8.5 billion and is keen ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... 70% of advisers outsource this function to a platform provider, he added. Dunnin said managed accounts are disrupting platforms in the same way that ETFs are disrupting investment managers; FoFA is disputing advice businesses and millennial app-based ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... have burgeoning business on the platform side with our unit trust vehicles which are available on a number of different platforms [including HUB24 and Netwealth] and that is a growing part of our business - wealth management groups, family offices and ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... mostly young growth region though heavily under-insured. "With insurance processes increasingly gravitating to mobile platforms, and insurers' ability to lower premiums thanks to improved efficiencies in distribution, risk pricing and product development ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... clients in coming months. Simple Fund 360 is now supports over 200 integration partners including banks, brokers, wraps, platforms and practice management solutions. The announcement coincides with the release of the Xero Small Business Insights report ...