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Showing 1241 - 1250 of 2504 results for "platforms"

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive solutions, but are limited to long-only equity strategies (Australian and global) ...

Family office takes asset manager stake to $55m

ALEX BURKE  |  FRIDAY, 30 JUN 2017
... bringing its holdings to 4.5%. As above, this will take the family office's total investment in Centuria's funds management platforms to $55 million. Lederer said: "Building on our successful investment in CMA, this additional investment represents a ...

BTFG upgrades Panorama app

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... the external assets view is critical to a real-time, holistic snapshot of an entire portfolio," BTFG general manager, platforms and investments, John Shuttleworth said. "The tailored market and investment research data is vital for those who want to ...

Asset managers must overhaul operating model: Study

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2017
... managers finding it difficult to achieve scale will turn to outsourcing, particularly for trade executions as third-party platforms offer greater efficiencies. In the next year, managers are planning to outsource fund accounting, investment operations ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... three years as head of adviser services and strategic partnerships at IOOF. She has worked across funds management, platforms, insurance, SMSFs, advice and service delivery over a career spanning more than 20 years. Harrison will play an integral role ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
... Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests solely in individual investment-grade exchange-traded senior corporate bonds. XTB chief investment officer ...

US investment giant hires Australian insto head

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... relationship group, Philip Hsin. His role will comprise building relationships with Australian super funds and investment platforms. ""With Cameron's depth of knowledge across the investment management landscape in Australia and New Zealand, he will ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... manual effort and offering much more straight-through processing," Bernasconi said. Advisers who are moving away from platforms, they can save clients a lot of money in fees but still easily include managed funds within portfolios, she added. For the ...

Equip confirms merger, names CEO and directors

EMMA RAPAPORT  |  MONDAY, 19 JUN 2017
... world. "Nick is supported by a strong team at Equip that has been able to continue to roll out new products, services and platforms while successfully bringing this merger to fruition. The Equip team will be supplemented and strengthened by the addition ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... operate in silos - or "don't talk to each other". According to Ho, advisers are operating a number of different technology platforms to service client needs but are still having to manually enter details across all. YTML chief executive Kevin Liao called ...