Search Results | Showing 1221 - 1230 of 2505 results for "Platforms" |
| | | ... subsidiary Paragem as evidence of advice businesses "seeking greater choice, transparency and engagement with new technology platforms." The statement also noted other structural changes in the advice and stockbroking industries, where participants are ... |
| | | | ... rather than disrupt the financial services landscape alongside three core overriding themes. One of these themes is platforms, which "may become the dominant model for the delivery of financial services." The report points to the rise of customer choice ... |
| | | | ... Centrepoint has been transformed into a leader in Australia's financial advice industry, with a series of new strategic growth platforms performing well," Fisher said. "Together with the support of a strong management team, John has led the way in championing ... |
| | | | ... deferred lifetime annuities (DLAs) to guarantee the quality of the products and to ensure the FirstChoice and FirstWrap platforms are capable of supporting and implementing innovative retirement strategies efficiently. "Our role as the largest account-based ... |
| | | | ... As manager of partner relationships, Robb will be responsible for managing key relationships and fund coverage with platforms, dealer groups, researchers and asset consultants. Prior to joining Australian Ethical, Robb was a key account executive at ... |
| | | | One of Japan's largest online broking platforms is soon to launch in Australia with a focus on self-managed superannuation funds and financial advisers. Within two months the Monex Group expects to be operating in Australia, providing clients with trading ... |
| | | | ... however, dropped from $90 million to $49 million. AMP's wealth management arm, which includes superannuation, investment platforms and advice, reported a steady bottom line of $193 million, down 1% year-on-year. In terms of super, Meller noted "some ... |
| | | | ... their clients without the limitations of regulatory boundaries. The Bill also requires individuals and digital advice platforms to put the interests of the consumer first, including by "taking all reasonable steps to ensure that the advice is not materially ... |
| | | | ... this way managed accounts are becoming the new baseline in what advisers and discerning investors now expect from their platforms. The rapid growth in managed accounts is forcing some wealth groups to confront some difficult issues." Conscious Money ... |
| | | | ... market's demands for an affordable, scalable and defensible advice solution that can be applied internationally across platforms, channels and borders." As such, PlanPlus Global is accelerating its growth strategy to include an expansion of its collaborative ... |
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