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Showing 111 - 120 of 2110 results for %22platforms%22

Super funds must prioritise member experience: Consultant

ANDREW MCKEAN  |  WEDNESDAY, 17 MAY 2023
... According to a 2018 IQ Group survey, most members engage with their funds via Facebook, Twitter, and other social media platforms. "From website navigation to page consistency and device compatibility, superannuation funds are judged on all parameters. ...

PGIM buys majority stake in Deerpath Capital

CHLOE WALKER  |  THURSDAY, 11 MAY 2023
... Dickson, who oversees direct lending alongside PCC's corporate mezzanine, energy mezzanine and sustainable power investment platforms. Dickson will collaborate with Deerpath co-founders James Kirby and Tas Hasan, who will continue to manage the business ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... the merger of BT's personal and corporate superannuation funds and the sale of Advance Asset Management to Mercer. Platforms, Westpac Pacific, margin lending and auto finance business currently remain. Specialist Businesses' net profit rose a ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... headcount reduction of 10% by June 2023 and a divestment of non-strategic assets, beginning with the company's MFA and Platforms businesses. Iress will instead prioritise investments in its core Australian franchises, focusing on wealth management ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... smaller funds; however, KPMG suspects that merger activity drove this trend. Despite the consolidation in the industry, platforms like HUB24 and Netwealth, as well as Diversa and Australian Ethical, managed to achieve organic membership.

Dalton Street fund terminated

JAMIE WILLIAMSON  |  THURSDAY, 4 MAY 2023
... 2022, the fund only had $2.16 million in assets and was available on the Netwealth, BT, Asgard, Macquarie and HUB24 platforms.

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... would say that also goes to marketing your advice firm," he said. "But the opportunity to use digital media and digital platforms to be able to get your message across to clients at scale and continuing to put both your brand as well as your thoughts ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... its managed accounts capability. "Key initiatives underway include increasing availability of our SMAs across leading platforms," Clime said. "We have seen increased demand for the group's managed account consulting service in line with the industry ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... has further sharpened our focus on driving the performance of our banking and wealth management businesses." In the platforms segment, net cash inflows totalled $152 million, a decrease from Q1 2022 inflows of $406 million. This decline resulted from ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN  |  FRIDAY, 31 MAR 2023
... rising popularity of crypto-asset investments among retail investors magnifies the impact suitability issues, fraudulent platforms and scams. Traditional risks in securities markets, including counterparty risk, settlement risk, liquidity risk, and fraud ...