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Showing 1541 - 1550 of 7006 results for "Platform"

Investec Property Fund, Irongate Australia in new JV

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... again, having worked so closely and successfully together since 2013. "We're looking forward to building a scalable platform together and providing meaningful balance sheet support." At the same time, Investec Property Fund will acquire a 18.67% ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... 2021 as a low-cost, retirement saving advice solution. The service was bolted on to Vanguard's Personal Investor Platform but failed to gain significant interest from UK clients. "In the UK, we launched Vanguard Personal Financial Planning for clients ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
A Sydney-based Islamic financial services firm has launched Meezan Invest to improve access to Sharia-compliant portfolios. The low-cost option will remove obstacles to ethical investing while revolutionising the way the Islamic community in Australia ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the advice, marketing, and client service functions. WealthEye CRM also provides analytics ...

Openmarkets secures chief financial officer

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
... accordingly," he explained. The appointment follows recent strategic initiatives launched by Openmarkets to expand its B2B platform. This includes the sale of its B2C business to Marketech, further capital investment by an Australian private equity firm ...

Sentinel launches Aussie BTR platform

CHLOE WALKER  |  TUESDAY, 28 FEB 2023
US build to rent giant Sentinel Real Estate has launched Kinleaf, a dedicated property management platform for its building projects down under. Kinleaf will be rolled out across existing and future communities in Sentinel's Australian BTR portfolio ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
HUB24 has stolen the crown from Netwealth and reclaimed the top spot for overall platform functionality. Investment Trends released its 2022 Platform Benchmarking and Competitive Analysis Report and said HUB24's overall score of 91.5% just edged ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... increased by 17% or $35.4 million, while total FUA was up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts (up 11%), $12 billion on Powerwrap (up 11%), and $21.8 billion in non-custodial ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... Funds under management dropped to $3.3 billion, which includes $660 million in the WealthSolutions2 product on the HUB24 platform. "The wealth management business has faced strong headwinds with the poor performance of the segment resulting in a drag ...

Bridges can meet advice affordability gap: Mota

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... plans, the group will reduce the number of platforms running from six to one to two, one of which will be the Evolve platform. Insignia ended the year with 1525 advisers, a net loss of 240 advisers compared to the end of December 2021.