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Showing 1321 - 1330 of 7006 results for "platform"

Trading platform pays $830k over suspicious trades

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2023
Interactive Brokers is paying a fine of more than $830,000 after it failed to identify suspicious trades conducted by a client. Between March and November 2021, certain Closing Single Price Auction (CSPA) orders in Orthocell (OCC) were allowed by Interactive ...

Betashares expands fixed income range

CHLOE WALKER  |  THURSDAY, 21 SEP 2023
... Betashares Diversified All Growth (DHHF) and Australian Investment Grade Bond (CRED) ETF, to CommSec's global share trading platform in late July.

OTPP, PGGM chief investment officers resign

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... nine years, Frank has contributed considerably to the development of PGGM Investments and more specifically to our great platform of private market investments." "As member of the board of directors he took responsibility in the first phase of developing ...

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 ...