Search Results | Showing 111 - 120 of 897 results for %22SMA platform%22 |
| | | Fin365 is planning to launch a robo-advice platform, having acquired miPlan as part of its strategy. miPlan is a privately-owned, self-licensed robo-advice platform for individuals, retirees and small businesses. The acquisition aligns with Fin365's ... |
| | | | ... front. Key milestones from the quarterly report include inflows of $1.25 billion,including $690 million into the Praemium SMA scheme,, as well as annual inflows of $4.9 billion in calendar year 2021 - 87% higher than the previous year. The Australian ... |
| | | | ... housing finance solution for Australia's Islamic community. These new financial models demonstrate the flexibility of the platform where almost anything that passes a strict due diligence process can be syndicated for groups of investors, families, and ... |
| | | | ... funds will operate independently, they will be able to service more clients at a lower cost, ultimately providing the platform for both organisations to enhance member outcomes." |
| | | | ... T. Rowe Price's Concentrated Global Equity Australian Unit Trust and the Global Select Equity Separately Managed Account (SMA). The products aim to use the firm's research platform to deliver a high conviction portfolio of global companies exposed to ... |
| | | | ... take successive small but powerful steps that builds their confidence that they're on track for a great retirement." The platform was co-designed with members, who said they wanted support that could help alleviate anxiety surrounding superannuation ... |
| | | | ... high-net-worth investors (11%) access an online digital portal and even less use a smart device app (6%) or investment platform (6%). More than half prefer to look at their portfolio's performance using a spreadsheet, while one quarter view their ... |
| | | | AMP's platform North made 20 investment options available in December. One dozen sustainability and eight technology-themed options are now available to financial advisers. The technology-themed options reflect growing appetite among advisers and ... |
| | | | ... officer and co-founder Will Riggall. Clime chief executive Annick Donat said the partnership will help increase Clime's SMA market share. Assets for Clime's SMA business stood at $99 million at the end of September, while individually managed ... |
| | | | Trading platform Stake - which has a DIY super offering - has called out some of the largest super funds, saying they are failing to roll over members to its SMSF offering in the required three days. Since October 1, APRA regulated super funds have ... |
|
