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Showing 1381 - 1390 of 2602 results for "Platforms"

ETFs are coming-of-age

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
... 7,500. Vynokur noted that ETFs were less likely to be taken by aligned advisors due to the availability of ETFs via platforms.

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... introduced three new lower cost index investment options and made the YBR model portfolios available on Macquarie and Asgard platforms. Minimum requirements have now been introduced for all new financial advisers employed by YBR, including that the candidate ...

Netwealth dominating platform sector

JAMIE WILLIAMSON  |  WEDNESDAY, 1 MAR 2017
... access is another important aspect of client portals. Mobile apps can help facilitate this, but only three of the 19 platforms we reviewed provide this to planner clients - AMP, HUB24 and Macquarie." In regards to overall platform functionality, netwealth ...

Property manager creates unlisted fund

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... acquire direct assets as it grows and be made available on the approved product lists of large dealer groups and wrap platforms. The fund has been developed in response to demand from investors and planners wanting an open-ended fund with daily unit ...

BT Panorama adds super and insurance

ALEX BURKE  |  MONDAY, 27 FEB 2017
... end-to-end solution to manage all of their clients' financial needs no matter their product structure," BTFG general manager, platforms and investment John Shuttleworth said. Shuttleworth said this milestone completes the Panorama platform, which began ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... forum will cover a variety of issues, including how to engage with investment managers as sub-advisers and the benefits platforms and brokers can offer MDA providers. "The overall goal of the MDA Forum is to ensure that clients' interests are best served," ...

AMP introduces pension calculator

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... is the culmination of the expertise and considerable work by Patricia Montague and her superannuation and investment platforms team."

Mercer launches LifetimePlus 2.0

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... incorporates 35% growth assets - originally it was fully defensive - and has been streamlined for inclusion on retail platforms including OneVue, HUB24 and Mason Stevens. Mercer said it would also be added to Macquarie Wrap and other platforms shortly. ...

Legg Mason hires marketing head from Hastings

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... joins Legg Mason from Hastings Asset Management, where she held the same role. Before that, she was head of marketing - platforms and investments at MLC and also held positions at Colonial First State, Suncorp and Skandia. Legg Mason Australia managing ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
... themselves to be unadvised, instead receiving their education around incoming super reforms from news and social media platforms. This is a key finding of new research from the SMSF Association and Commonwealth Bank slated for release in April, exploring ...