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Showing 1281 - 1290 of 2508 results for "Platforms"

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... one; move from seven registry systems to one; and merge more than 50 wealth products to three. BTFG general manager platforms and investments John Shuttleworth told a briefing that the super fund and trustee reduction will deliver access to better products ...

Azimut partners with Colonial, launches funds

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... diversified portfolios," he said. Already, a number of financial planning businesses, who were using Colonial First State platforms, have adopted these funds in their businesses, Davies said. AZ Sestante's other investment services include responsible ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
The managed accounts sector now equates to about 7% of the $600 billion in funds under administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts ...

No such thing as a must own company: Analyst

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... and both Lonsec and Zenith have upgraded its rating in the past few months. It is available through most of the major platforms.

Lonsec upgrades Flinders fund

EMMA RAPAPORT  |  THURSDAY, 16 MAR 2017
... back of increased adviser demand. It is also currently available on CFS First Wrap, Hub 24, Macquarie and Powerwrap platforms. Commenting on reporting season outcomes, co-portfolio manager Richard Macdougall said: "It's been a mixed bag and we have seen ...

Cooper Investors appoints EQT, hires retail lead

KARREN VERGARA  |  MONDAY, 13 MAR 2017
... interest. The CI Global Equities Fund and the CI Global Equities Fund (unhedged) are now available to retail investors via platforms. Cooper Investors also appointed former K2 Asset Management head of distribution Andrew Hall to lead its retail distribution ...

ETFs are coming-of-age

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... 7,500. Vynokur noted that ETFs were less likely to be taken by aligned advisors due to the availability of ETFs via platforms.

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... introduced three new lower cost index investment options and made the YBR model portfolios available on Macquarie and Asgard platforms. Minimum requirements have now been introduced for all new financial advisers employed by YBR, including that the candidate ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... access is another important aspect of client portals. Mobile apps can help facilitate this, but only three of the 19 platforms we reviewed provide this to planner clients - AMP, HUB24 and Macquarie." In regards to overall platform functionality, netwealth ...

Property manager creates unlisted fund

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... acquire direct assets as it grows and be made available on the approved product lists of large dealer groups and wrap platforms. The fund has been developed in response to demand from investors and planners wanting an open-ended fund with daily unit ...