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Showing 1461 - 1470 of 7007 results for "platform"

Chief distribution officer leaves Praemium

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
... said: "Denis Orrock, chief strategy officer has assumed responsibility for distribution, marketing, customer success, and platform operations," Praemium said. "Denis will play a key role in building solid relationships with this sector and has the expertise ...

Betashares previews NZ PIE fund offering

CHLOE WALKER  |  MONDAY, 22 MAY 2023
New Zealand investors will soon have access to five new PIE funds from Betashares, covering global and Australian equities as well as fixed income. The new products are based on some of the most popular investment methodologies in Betashares' Australian ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... client growth, member and investor experience, and operations. Balaji Gopal, who has been the head of Personal Investor platform since July 2020, will move on as acting head of financial adviser services (FAS), leading distribution, adviser proposition ...

EG expands into private debt market

CHLOE WALKER  |  THURSDAY, 18 MAY 2023
... with private debt secured by residential real estate and industrial sites across the Eastern seaboard. EG's proprietary platform PRISMS will assist the teams in applying an equity and debt lens to each prospective loan, they said. "The platform's unique ...

Super funds must prioritise member experience: Consultant

ANDREW MCKEAN  |  WEDNESDAY, 17 MAY 2023
A global technology and HR consultancy is urging superannuation funds to shift to experience-led organisations, amid changing member expectations. Bharat Bathi, the lead of Wipro HR Services' retirement services division, says "it's not an option ...

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
... Some examples include aligning revenue with the correct time period, and advisers charging a different GST amount to the platform. There are also advisers who have too many services in the ongoing service agreement versus their FDS, he says. When Travers ...

Cbus eyes big deals in new investment blueprint

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... the asset allocation team and the quantitative investments team led to enhancements in the quantitative signal research platform and systemised the dynamic asset allocation process. Moreover, internal portfolio management teams offer valuable insights ...

Praemium names chief technology officer

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... developing and executing the company's technology strategy and ensuring it remains at the forefront of innovation in the platform industry, Praemium explained. Large has over 20 years of experience leading global technology teams within financial ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
Invest Blue will provide Lumiant with $2 million in seed capital to develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice ...

Class action commenced against IG Markets

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2023
... contracts for difference (CFDs). In October 2022, the two firms said they were planning an action against the trading platform on behalf of up to 20,000 Australians who lost an estimated $800 million, according to ASIC data. The losses, the class action ...