Search Results | Showing 131 - 140 of 2498 results for "platforms" |
| | | ... sales roles at Colonial First State, Implemented Portfolios and Perpetual. "There is a growing appetite among advisers, platforms and family offices for alternative investments that offer diversification and growth," Rozis said. "Federation is uniquely ... |
| | | | ... literacy on people, so they struggle to know quite how to deal with choices," Urwin said. While some funds include advice platforms, for most DC organisations globally this option is too costly. "The other [approach] is that you create a form of default," ... |
| | | | ... paid monthly. Abernethy said: "Large retail fund failures, both manager and product restrictions proposed by investment platforms, and the declining numbers of retail advisers, suggest that the outlook for small scale retail funds has become difficult ... |
| | | | ... the majority focused on simplifying operations and increasing revenue per client over the next three years. "Many see platforms playing an essential role in expanding their operational capacity, and want to partner with those offering robust, consistent ... |
| | | | ... including announcing a new a deputy chief executive and a chief transformation officer, and it is eyeing a new chief platforms officer. |
| | | | ... approach." Mulino said he has communicated with ASIC and APRA to strengthen prevention methods, including ways in which platforms can be regulated through stronger oversight of "the weak due diligence arrangements", as well as capital standards for different ... |
| | | | ... $1.2 billion. While it is apparent that there are many links in the chain - from the ratings houses to super funds to platforms and cold callers - Conaghan said they will all need to answer for their part. "But the biggest group that needs to answer ... |
| | | | ... (ASX), after launching on Cboe Australia last year. ETF Shares said the move will broaden accessibility across trading platforms and investment channels. |
| | | | ... Entwistle said the key to unlocking productivity is removing inefficiencies in the advice implementation process. "While platforms such as HUB24 have enhanced productivity in areas like portfolio management and reporting, there are still many inefficient ... |
| | | | ... management. He was responsible for servicing a national footprint of financial advisers, dealer groups, research teams and platforms in addition to leading a team of business development professionals. Milford chief executive Blair Turnbull thanked Goodwin ... |
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