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Showing 1231 - 1240 of 2601 results for "Platforms"

CFSGAM prepares IPO, names board candidates

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... managed $219 billion of assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide.

Westpac paid out $200m annually in conflicted remuneration

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... submission to the Royal Commission earlier in 2018. Westpac also provided a statement from BT Financial Group head of platforms product management Constandina Kotsopoulos, who noted that since 1 July 2013, Westpac has made three platforms available as ...

Fintech launches active trading platform with no monthly fees

KANIKA SOOD  |  TUESDAY, 17 APR 2018
... feedback from our beta users, such as the margin break down module to help our clients manage their risk," Saxo's head of platforms Christian Hammer said. SaxoTraderPRO will replace the current SaxoTrader platform. Earlier this month, it was rolled out ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
BT Financial Group announced its general manager of platforms and investments will leave after 14 years with the firm. It has also appointed NAB's general manager of retail platforms to the role. John Shuttleworth managed BTFG's platforms business since ...

AMP's buyer of last resort measures scrutinised

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... Resort measures, up until June 2017, were designed to incentivise financial advisers to show preference for its in-house platforms. Giving evidence on the first day of the Royal Commission's inquiry into financial advice, AMP group executive, advice ...

ASIC lifts licence conditions on CountPlus subsidiary

KANIKA SOOD  |  MONDAY, 16 APR 2018
... Rantall was hired as an independent chairman following ASIC's investigation. The new leadership reframed its governance platforms, re-set remuneration practices and designed and implemented quality assurance policies and processes, TFS said. In 2015 ...

Advisers no longer standing still on social media

DARREN SNYDER  |  MONDAY, 16 APR 2018
Financial advisers are no longer sitting on their hands when it comes to social media, using various platforms to have the most meaningful conversations with clients. Latch Social founder and director Tom Loneragan said social media has become a crucial ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
... niche for advisers whose clients are skeptical of the quality of advice offered to them by banks and other robo-advice platforms, whose focus is directing their clients into products." Bannister added the tool, which has been continuously developed and ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
... and services to their clients. Australia is one of the five markets that showed a strong preference for humans over platforms. Other robo-adviser sceptics include US, Canada, UK, and Germany. However Aussie robo-advisers think trust in digital financial ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... costs, HUB24's managing director Andrew Alcock said. "There are no rebates or margins retained by HUB24, unlike other platforms' business models where fund managers offer discounts to platforms which then repackage the fund. HUB24 investors get all the ...