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Showing 1541 - 1550 of 7009 results for "platform"

Allan Gray transfers platform, exits super

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2023
Allan Gray Australia is exiting the platform market, inclusive of its superannuation offering, to focus on its core funds management business. Effective April, Allan Gray will transfer the Allan Gray Solutions platform to OneVue Wealth Services. The ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
Investment Trends' 2022 Adviser and Advice Technology report, developed in conjunction by Finura Group, highlights a proliferation of providers exploring international opportunities and a blurring of the lines between investment platforms and advice ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... and advice," Whalen said. "We believe leveraging Lazard's expertise, infrastructure and resources will strengthen our platform and enable a holistic approach, allowing us to better serve our clients."

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 ...