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Showing 1671 - 1680 of 7009 results for "Platform"

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... award, Amie joins an impressive alumni and we congratulate her on this achievement. We are thrilled that Amie has this new platform to continue to drive positive change in the advice profession." Also nominated were Kathy Havers from Viridian Advisory ...

Australian Ethical chief investment officer resigns

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... leaving the business in an excellent position and is confident the team will be able to continue building on the existing platform. "While I will greatly miss working alongside an experienced and capable team, after more than a decade as chief investment ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... if consumers will know that the person who gave them financial advice from their super fund or their insurer, or their platform, is not actually educated, qualified and registered," she said. The other issue is around charging, Abood added, "Super funds ...

Active Super expands digital offering

CHLOE WALKER  |  WEDNESDAY, 21 SEP 2022
... PHD regulations, the super fund has gone one step further by offering members a proprietary online data visualisation platform. "We asked some of our members what investment data they wanted represented in a visually rich manner. Most responded by requesting ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... Australian HNWs' wealth does not sit on platforms, which makes advisers' jobs harder. "Advisers and their clients need a platform that can cater for data feeds, custody and non-custody assets to create that total wealth view," he said.

AMP's Edwina Maloney joins ASFA board

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
Edwina Maloney has joined the board of the Association of Superannuation Funds of Australia. Maloney will represent the retail fund sector, filling a casual vacancy created by the departure of BT's Melinda Howes earlier this year. ASFA said Maloney ...

AMG Super to rebrand

JAMIE WILLIAMSON  |  MONDAY, 19 SEP 2022
... made a strategic decision to focus on our core offer of delivering an innovative and market-leading wealth management platform for advisers and their clients. As a result, we are moving away from offering a default MySuper product to new members," it ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

Regal Partners secures $420m mandate

CASSANDRA BALDINI  |  MONDAY, 19 SEP 2022
... investor appetite for alternative investment strategies and the capability of our diversified and scalable corporate platform."

Apex Group wins Laguna Bay mandate

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... to large fund managers, helping them distribute their products in New Zealand. The acquisition included the InvestNow platform with over 25,000 users. In July, Apex Group was also appointed by South-African-based Foord Asset Management to assist with ...