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Showing 1331 - 1340 of 2601 results for "Platforms"

CFS reaches out to advisers via FirstTech app

EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
... on superannuation, tax, social security and aged care. The app will be made available free to all advisers using CFS platforms, in versions for both Apple and Andriod devices. Colonial First State executive manager Craig Day said the app's navigation ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... Insights from the Investment Trends Planner Technology Report show 75% of financial planners would consider switching platforms, either for lower administration fees (47%) or the benefit of a wider feature set (28%). Among those tempted by lower fees ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... from the CFA Institute told Financial Standard it will also include coverage of cryptocurrencies and automated retail platforms. The New Fintech 2017 report also found while technological innovation is a strongpoint for fintechs, a lack of experience ...

Advisers backing fractional property investment

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... vote of unit holders. Investors can also place their units for sale at any time online. "Increasing our footprint on platforms is validation that our fractional property fund is gaining wider acceptance and a place in portfolio construction that can ...

Ohanessian vindicated by record Praemium inflows

ALEX BURKE  |  FRIDAY, 7 JUL 2017
... "tangible validation of our underlying growth strategy." In Q2 2017, Praemium achieved inflows of $554 million across all platforms and funds, comprising $364 million from Australia and $190 million from overseas. This drove Praemium's total funds under ...

Macrovue appoints former Arena MD

JAMIE WILLIAMSON  |  FRIDAY, 7 JUL 2017
... are looking to move away from high fees and the lack of transparency and control of managed funds and administration platforms. We will also soon be offering domestic portfolios so that clients can get access to a broad range of choices to suit their ...

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... niche for advisers whose clients are skeptical of the quality of advice offered to them by banks and other robo-advice platforms, whose focus is directing their clients into products." Bannister added that the tool, which has been continuously developed ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive solutions, but are limited to long-only equity strategies (Australian and global) ...

Family office takes asset manager stake to $55m

ALEX BURKE  |  FRIDAY, 30 JUN 2017
... bringing its holdings to 4.5%. As above, this will take the family office's total investment in Centuria's funds management platforms to $55 million. Lederer said: "Building on our successful investment in CMA, this additional investment represents a ...

BTFG upgrades Panorama app

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
... the external assets view is critical to a real-time, holistic snapshot of an entire portfolio," BTFG general manager, platforms and investments, John Shuttleworth said. "The tailored market and investment research data is vital for those who want to ...