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| | | In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ... |
| | | | ... advice brand with 1326 advisers. AMP comes in second place with 989 advisers. Together, they hold 14% of the market. The platform most frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North ... |
| | | | The platform, set to hit the market in the first half of next year, will focus on providing accessible investment and superannuation portfolio solutions to better serve financial advisers and their clients. Superhero chief executive and co-founder John ... |
| | | | The platform provider has agreed to take over 100% of myprosperity for $40 million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate ... |
| | | | ... practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows to help advisers manage ... |
| | | | ... to be earnings neutral in this financial year. It added that the deal complements its existing Global Credit Solutions platform which accounts for more than half of MA Financial's $2.5 billion held in credit. Coinciding with the purchase, MA Financial ... |
| | | | Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ... |
| | | | ... to support the best way forward for the Creativemass business and remain on track with our plans to deliver a new CRM platform to the network," an AMP spokesperson said. Creativemass was founded in 2017 by Michael Rouse. In mid-2020, US investment banking ... |
| | | | ... retirement. Chicago-based Genivity, deemed a health analysis and longevity optimiser (HALO), will integrate into Lumiant's platform. Heather Holmes founded Genivity seven years ago and launched in the financial services sector in 2018. She will now ... |
| | | | Local bond and derivatives trading platform Yieldbroker, which is 43% owned by the ASX, is in talks with a US counterpart over a potential sale. New York-based Tradeweb Markets is in advanced discussions to by Yieldbroker under an all-cash deal valued ... |
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