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Showing 1221 - 1230 of 2504 results for "platforms"

Big tech leads fintech optimism

DARREN SNYDER  |  THURSDAY, 24 AUG 2017
... 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 Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... 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 ...

Annuity sales soar as deferred products loom

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... 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 ...

Australian Ethical boosts adviser arm

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... 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 ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
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 ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... 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 ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
... 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 ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... 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 ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... 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 ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... capability continues to direct administration funds from IDPA, native title, compensation and philanthropic trusts to IOOF platforms. "We have an exceptional track record of delivering value-accretive acquisitions and have the scale, experience and ...