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Showing 1481 - 1490 of 7006 results for "Platform"

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
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 ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... 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 ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
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 ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
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 ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... 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 ...

MA Financial acquires US credit manager

CHLOE WALKER  |  TUESDAY, 2 MAY 2023
... 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 awarded custody mandate by Mason Stevens

ANDREW MCKEAN  |  MONDAY, 1 MAY 2023
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 ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... 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 ...

Lumiant acquires longevity app

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... 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 ...

US platform bids for Yieldbroker

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
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 ...