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Showing 1551 - 1560 of 2602 results for "Platforms"

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
... Group-aligned practices have started offering managed discretionary account services, finding them more efficient than wrap platforms. The practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services and Renouf & Partners ...

First State Super hitches cart to Turnbull innovation

DARREN SNYDER  |  TUESDAY, 8 DEC 2015
... position to access funding for the best of these new ventures as they grow to become 'game changing' financial services platforms of the future," Heap said.

Pinebridge absolute return fund rated by Zenith

MARK SMITH  |  TUESDAY, 1 DEC 2015
... review. The fund, which is only available through distributors, has also been added to the BT Wrap and HUB24 Invest platforms. The ratings come as popularity for multi-asset and objective-based strategies increase throughout Asia. "We are pleased to ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... in financial services." He added that despite the industry's efforts to distance itself from product manufacturers, platforms, fund managers and lobbyists, the process is still "a work in progress." "To change culture you first must put in place the ...

New super transparency rules spark controversy

LAURA MILLAN  |  WEDNESDAY, 25 NOV 2015
... David Whiteley: "Australians will remain none the wiser about underlying costs charged by superannuation investment platforms run by banks and insurers, under new disclosure requirements." He noted that "a special carve-out has been provided for 'platform-based' ...

Mercer enters new engagement era

DARREN SNYDER  |  MONDAY, 23 NOV 2015
... and less complexity for members. Three legacy systems will be eliminated; there will be five interconnected customer platforms and an "infinite range of new customer experience options available to clients." Mercer financial services leader Pacific ...

IOOF upgrades online trading platform

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... investments in one place via the order pad, including managed funds, shares and term deposits (buy only). "Many industry platforms have become quite complex to operate and as a result most advisers don't use all the bells and whistles that are available," ...

Aberdeen Australian equities fund upgraded

MARK SMITH  |  TUESDAY, 10 NOV 2015
... universe." Aberdeen has been actively advertising and promoting its Ex-20 Fund recently. It is currently available on platforms including AMP North, BT Wrap, Asgard, IOOF Pursuit and Macquarie Wrap.

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances in digital advice platforms will empower investors to handle their financial affairs without the assistance of traditional financial advisors," Cerulli ...

BT adds active managers to Panorama

LAURA MILLAN  |  MONDAY, 9 NOV 2015
... to ensure investors have access to a wide range of quality investment managers," BT Financial Group general manager platforms and operations John Shuttleworth said. "We are committed to delivering a comprehensive solution so that investors, advisers ...