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Showing 1291 - 1300 of 2601 results for "Platforms"

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... Centrepoint has been transformed into a leader in Australia's financial advice industry, with a series of new strategic growth platforms performing well." "Together with the support of a strong management team, John has led the way in championing a more ...

ASIC reviews RG97 impact

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... the average increase in disclosed costs was about 23 basis points for MySuper products," he said. Fitzpatrick warned platforms will not be exempt from the reforms.

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... different assets to be managed together in one place. "Integrating annuities was an important first step to evolving our platforms for the future and the delivery of FirstChoice Managed Accounts next month shows our continued commitment to advisers by ...

Banks will step out of wealth: Medcraft

DARREN SNYDER  |  TUESDAY, 31 OCT 2017
... world where having the monopoly on customers won't exist because there will be open data and you will have to compete on platforms," Medcraft said. At one of his final presentations as ASIC chair, Medcraft labelled his biggest achievement as securing ...

Rising alternatives manager appoints new MD

ALEX BURKE  |  FRIDAY, 27 OCT 2017
... experience at HSBC, Mann added: "He was responsible for all internal and third party investment management solutions, platforms and programs. Sam managed large portfolio management teams, repositioned and rebuilt large scale investment businesses for ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... investors are looking for within the increasingly popular SMA structure," Martin said. XTB also has two SMAs on Praemium platforms and Macquarie's Investment Wrap; and are available on AMP North Super and Allocated Pension.

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... designed to automate business administration for the advice, super and insurance industries. Midwinter said the two platforms will "seamlessly integrate" with PractiFI's advice-specific CRM, preventing duplicate data entries and reducing the risk of ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
... consolidated three business units resulting in a series of senior management overhaul. The company merged its customer platforms, customer experience and strategic innovation functions into a single unit known as 'customer marketplace'. Pip Marlow, who ...

Rising star scores major absolute return mandate

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... Street's fund, which has delivered 22% over the year to date, was recently rated positively by SQM and has been included on platforms including netwealth, HUB24 and Powerwrap. Sheen said this reflected the demand for liquid, daily priced alternative ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... discusses content marketing and how to boost client engagement via email. He also recommends LinkedIn and Facebook as platforms for marketing. 1.15pm - The last round of focus sessions. Financial advice experts Annick Donat and Eleanor Dartnall put advisers ...