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Showing 1321 - 1330 of 7003 results for "Platform"

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks and eliminate manual data re-entry. iFactFind ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
... insight and practical tools that can later be scaled to broader adviser communities, the firms explained. Risk Hub, a platform curating resources to streamline risk advice, said the goal of its partnership with the financial services group is to explore ...

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... concerning investment-related matters," Townsend said. "With WealthLeaders eXchange, our vision is to create a dynamic platform that empowers leading advisers to exchange ideas and insights, ultimately raising the bar for best practices in our industry." ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... willing to pay to plug this advice gap, on average respondents said $2800. The median answer was just $1000. Wamsteker said platform providers need to continue to update and improve technology solutions, to provide advisers with the tools that clients ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
ClearView has appointed Sharon Leong to the newly created position of chief of staff. Leong will report to ClearView managing director Nadine Gooderick and work with the executive leadership team to oversee the execution of the group's refreshed ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
BNP Paribas' Securities Services will remain custodian for HUB24, the platform rapidly gaining market share. As part of the renewed mandate, BNP Paribas will extend its local and global custody services to HUB4, continuing a partnership that began ...

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... more than doubled their allocation to cash and fixed interest products to hit $1.93 billion, according to AMP's North platform, which mandated NAB as its new term deposit provider in response to soaring demand. Across aligned and independent financial ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... daunting, but a well-planned strategy can simplify the process considerably, he said. Consolidating client funds on a single platform can streamline the transition, reducing the complexity involved in transferring between multiple platforms. Many firms ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... provide independent oversight of the firm's governance structure and offer its advisers access to Frontier's technology platform. It marks the first time Frontier will work with a wealth advisory firm, with Perks Private Wealth director Simon Wotherspoon ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
The investment industry's digital transformation will be accelerated using artificial intelligence (AI) and big data, both of which stand out as some of the most influential factors in coming years. The CFA Institute's Research and Policy Centre's ...