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Showing 1251 - 1260 of 2505 results for "Platforms"

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 ...

Saxo Capital Markets expands solutions

KARREN VERGARA  |  THURSDAY, 15 JUN 2017
... transactions and data are also consolidated and fed to investors' other SMSF and portfolio administration reporting platforms. Clients will be able to invest in Australian shares through a Holder Identification Number (HIN), which is a unique identifier ...

Collaboration call for SMSF auditing

DARREN SNYDER  |  WEDNESDAY, 14 JUN 2017
... embraces data feeds, allowing automation of the whole audit process. We see this as a major point of difference to older platforms," Phipps-Ellis said.

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... and learning resources will also be made available on Financial Standard's Continuous Professional Development (CPD) platforms, websites and apps. This latest initiative is part of an integrated support for the industry's marketing and communication ...

XTB appoints new CIO

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... Martin has been appointed to the newly-created role to develop XTB's customised fixed income offerings for licensees, platforms, asset consultants and research houses. He is an executive director and co-founder of the Australian Corporate Bond Company ...

Fintech success insignificant so far: Fahy

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
... will still undeniably come from through technology, as the rise of the gig economy, insecure employment, peer-to-peer platforms and experiences may prove more disruptive. "The real benefits of technology may actually come in the returns. We may find ...

Distribution reshapes globalisation: Capital Group

DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... these big user bases and turn them in to profits for their shareholders," Budden said. Any way you look at it, these platforms and companies have massive power. And incredibly powerful technology-facilitated distribution networks make it almost impossible ...

HUB24 lures talent as growth strategy progresses

JAMIE WILLIAMSON  |  TUESDAY, 30 MAY 2017
... company, a new head of marketing has been appointed to lead brand strategy. Anne McDonnell is a former senior manager, platforms marketing from BT Financial Group and has also worked with J.P. Morgan in both London and Sydney. Finally, HUB24 has also ...

AI to influence consumer trust: Medcraft

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2017
... meaningfully explained to customers, to the regulator and to other interested stakeholders. "We can't use technology platforms to simply shift risks back to investors or consumers. We need algorithms to align with and reflect human values, expectations ...

Colonial First State platforms make deferred annuities more accessible

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
Advisers will soon have access to Challenger's deferred lifetime annuities through Colonial First State platforms. Speaking at an adviser event in Sydney yesterday, CFS head of retail platforms Sam Wall announced that from 1 July 2017, Challenger products ...