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Showing 1251 - 1260 of 2601 results for "Platforms"

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... financial advisers, with its functionality trumping that of Colonial First State's FirstWrap, according to the latest platforms analysis from Investment Trends. Of the 19 full-function platforms studied, OneVue re-entered the top five to rank third ...

Senior RBA figure joins life insurer

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... Attracting talent like Sarv, who has such extensive financial services experience in digital innovation and customer platforms, will help cement our leadership in these areas." Girn said he is delighted to be joining the insurer to drive its transformation ...

SMSF trustees warned on non-compliant crypto

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... account or wallet address created in the correct name of all the trustees, which isn't available on a number of crypto platforms. Pleash believes this, in addition to trustees having failed to ensure an investment in cryptocurrency is authorised under ...

Equipsuper appoints head of member advisory

ALEX BURKE  |  MONDAY, 26 FEB 2018
... "His appointment comes at a time of considerable change for the team and the way it interacts with members. Technology platforms are opening up new possibilities for how we engage with members and deliver more personalised communications and services. ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... majority shareholder (56.63%) in Third Party Platform, the provider of the Bell Direct and Desktop Broker online trading platforms. "We have a wide range of products and services which involve input from across our entire network. They provide diversified ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... more than $2 billion in funds under management, tripling its size in three years. The fund, which sits on more than 10 platforms and 200 approved product lists, has played a role in the ongoing need for SMSF investors to diversify portfolios, La Trobe ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
... manager, investment and advisory services for CBA's private bank in August 2017. Lykouras is a former head of risk - super, platforms and investments at BT Financial Group and senior risk executive at Count Financial. Prior to Suncorp, Ludgate was director ...

AMP cuts fees for new wholesale fund suite

ALEX BURKE  |  THURSDAY, 15 FEB 2018
... AMP is rolling out a range of new managed funds on the MyNorth, North, Summit, iAccess, PortfolioCare and WealthView platforms, delivering them at a lower cost than their underlying wholesale vehicles. The Advantage Funds range comprises 31 funds covering ...

Future Fund manager joins Fidante

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... boutiques, Ardea Investment Management, has had its Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms. Ardea is a specialist fixed income manager focusing on local and international government bonds, fixed income derivatives ...

Vertically integrated institutions failing to manage conflicts of interest

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2018
... have resulted in the client being "significantly worse off." In such cases, clients had switched to new superannuation platforms resulting in inferior insurance arrangements and/or significant increases in product fees. ASIC determined that the advisers' ...