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Showing 1341 - 1350 of 2601 results for "Platforms"

Asset managers must overhaul operating model: Study

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2017
... managers finding it difficult to achieve scale will turn to outsourcing, particularly for trade executions as third-party platforms offer greater efficiencies. In the next year, managers are planning to outsource fund accounting, investment operations ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... three years as head of adviser services and strategic partnerships at IOOF. She has worked across funds management, platforms, insurance, SMSFs, advice and service delivery over a career spanning more than 20 years. Harrison will play an integral role ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
... Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests solely in individual investment-grade exchange-traded senior corporate bonds. XTB chief investment officer ...

US investment giant hires Australian insto head

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
... relationship group, Philip Hsin. His role will comprise building relationships with Australian super funds and investment platforms. ""With Cameron's depth of knowledge across the investment management landscape in Australia and New Zealand, he will ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... manual effort and offering much more straight-through processing," Bernasconi said. Advisers who are moving away from platforms, they can save clients a lot of money in fees but still easily include managed funds within portfolios, she added. For the ...

Equip confirms merger, names CEO and directors

EMMA RAPAPORT  |  MONDAY, 19 JUN 2017
... world. "Nick is supported by a strong team at Equip that has been able to continue to roll out new products, services and platforms while successfully bringing this merger to fruition. The Equip team will be supplemented and strengthened by the addition ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... operate in silos - or "don't talk to each other". According to Ho, advisers are operating a number of different technology platforms to service client needs but are still having to manually enter details across all. YTML chief executive Kevin Liao called ...

Saxo Capital Markets expands solutions

KARREN VERGARA  |  THURSDAY, 15 JUN 2017
... transactions and data are also consolidated and fed to investors' other SMSF and portfolio administration reporting platforms. Clients will be able to invest in Australian shares through a Holder Identification Number (HIN), which is a unique identifier ...

Collaboration call for SMSF auditing

DARREN SNYDER  |  WEDNESDAY, 14 JUN 2017
... embraces data feeds, allowing automation of the whole audit process. We see this as a major point of difference to older platforms," Phipps-Ellis said.

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... and learning resources will also be made available on Financial Standard's Continuous Professional Development (CPD) platforms, websites and apps. This latest initiative is part of an integrated support for the industry's marketing and communication ...