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Showing 111 - 120 of 174 results for "Rollout"

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... financial services firm also said it was in "advanced discussions" with multiple member firms regarding buyback terms and the rollout of the group's direct equity plan. It is also conducting due diligence regarding prospective acquisitions of advice ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
... and spending habits. MoneySoft account managers will also work directly with Fortnum's 100-plus advisers throughout the rollout, providing technical support and training. "This is a great opportunity for an adviser to partner with their clients to achieve ...

Netwealth adds multi-asset and equity solutions

JAMIE WILLIAMSON  |  MONDAY, 15 MAY 2017
... significant investment into our technology and services and are progressing a number of exciting new initiatives that we hope to rollout to advisers during the early part of the year," Heine said.

ESG risk tool launches

KARREN VERGARA  |  MONDAY, 10 APR 2017
... and instability; poor workplace safety standards; frequent work stoppages and privacy regulations. In phase one of its rollout, it maps out a 'risk exposure' of more than 50,000 business and geographic segments to 22 macro risk factors, such as carbon ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
... company yesterday announced it will merge 12 superannuation funds among a raft of initiatives as part of its $600 million rollout of BT Panorama four years in the making.

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
BT Financial Group will merge 12 superannuation funds into one as part of the rollout of its $630 million Panorama platform and in a major update of the wealth management business. Announced to the market this morning, BTFG will also move from four ...

Mercer partners for robo-advice

JAMIE WILLIAMSON  |  TUESDAY, 14 FEB 2017
... Mercer Super Trust. The solution is pre-configured to the needs of superannuation funds of all sizes, allowing for speedy rollout and implementation. It also allows clients to brand the software as they please and to configure and scale the solution ...

Custodians turn attention to CIVs and MITs

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... advocacy front, ACSA facilitated the implementation of the new Accounting Standard AASB 1056 for superannuation entities, and rollout of ASIC Regulatory Guide 133 for managed investments and custodial services. The year also marked a movement to T+2 ...

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... The platform recently exceeded $11.3 billion in funds under management and is expected to further new initiatives for rollout to advisers over the coming months.

Industry fund adds to executive team

DARREN SNYDER  |  FRIDAY, 3 FEB 2017
The rollout of a new corporate strategy at an industry superannuation fund is taking shape following two appointments to its executive team. Mine Wealth + Wellbeing named both its new chief technology and innovation officer and chief engagement officer ...