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Showing 1221 - 1230 of 2602 results for "Platforms"

RC suggests separating platforms and advice licensees

ALEX BURKE  |  MONDAY, 30 APR 2018
... carries systemic risk. Orr said that licensees using approved product lists that are "limited or primarily limited to platforms operated by their related companies are creating a systemic risk of planners failing to act in the best interests of their ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... foresee change to the industry. The financial operating model for financial planning and associated business partners (platforms, capital markets, Dealer Groups etc) is going to change dramatically in Australia after this Royal Commission is complete... ...

Saxo Bank moves banking platform to cloud

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... define the financial industry," Fournai said. The 25-year old fintech was among the first to launch online investment platforms in 1998. It has since used many Microsoft products to deliver its services, it said. Microsoft executive vice president for ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... OneVue platform. Kuda Wealth principal Michael Davie said he found OneVue's functionality to be more advanced than other platforms in catering for clients investing in both custodial and non-custodial assets. "We were impressed with the flexibility of ...

Fidelity to launch active ETFs

ALEX BURKE  |  THURSDAY, 26 APR 2018
... the Irish Central Bank are interested in the space. You shouldn't only be able to access active fund managers through platforms or your financial adviser. It should be way easier for people - just like buying a stock."

ROYAL COMMISSION: Top stories

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... services for up to 90 days. AMP platform fees laid bare Several gaping holes in AMP's fee charging mechanisms across its platforms were brought to light`, as well as its inaction to comply with the legislative changes concerning opt-in financial advice ...

Royal Commission to boost ETFs: VanEck

KANIKA SOOD  |  FRIDAY, 20 APR 2018
... become go-to investment vehicles. ETFs are far more cost-effective than comparable unlisted active managed funds that use platforms that charge high fees, Neiron said. "Clients and indeed legislators will no longer stand for the high fees that have made ...

RECAP: Advice in the Royal Commission spotlight (Days 1 - 3)

KANIKA SOOD  |  THURSDAY, 19 APR 2018
... Buyer of Last Resort (BOLR) measures were designed to incentivise financial advisers to show preference for its in-house platforms, up until June 2017. See also: Social media singles out ASIC in Royal Commission coverage Advice not yet a real profession ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... partners with estate planners, tax specialists, asset consultants, portfolio and investment managers and technology platforms. Previously called Arrive Wealth Management Sydney, Cardena joined Fortnum in November 2016. Cardena has, in the past, partnered ...

AMP platform fees laid bare

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
The Royal Commission brought to light several gaping holes in AMP's fee charging mechanisms across its platforms, as well as its inaction to comply with the legislative changes concerning opt-in financial advice fees. AMP head of platform development ...