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Showing 1681 - 1690 of 7009 results for "Platform"

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
New analysis of financial adviser numbers speculates as to how big the industry might be in 20 years' time, presenting a range of scenarios - including a world in which there might be no advisers left. Adviser numbers hit their peak in 2019 at 26,500 ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
... advisers who come and buy off-the-shelf solutions that entail a total turnover of client assets and involve a completely new platform. "Some of those things may seem manageable but, maybe in the end, they aren't," Bevan said. This may lead to a scenario ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... AFA Thrive Conference on September 23. "As ongoing partner of this prestigious award, Zurich are pleased to provide a platform that recognises and celebrates these talented individuals who drive positive change through their leadership, innovation, customer-centricity ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
Advice platform Lumiant has received backing from high-profile US financial adviser, investor and personal finance commentator Ric Edelman. While the size of the investment was not disclosed, the cash injection is expected to accelerate Lumiant's international ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
Sally Humphris has joined Clearway Capital Solutions as an executive director. Clearway said Humprhis will help deepen its relationships with the Australian and New Zealand investor market across a range of distribution channels and help current clients ...

Superhero launches auto-invest capability

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
Superhero has rolled out an auto-invest feature on its platform and also introduced a new investment discovery experience for users. From today, Superhero users can schedule automatic buy orders to have a recurring order for any share or ETF available ...

ESR, GIC launch third logistics partnership

CHLOE WALKER  |  MONDAY, 12 SEP 2022
... across APAC and especially in Australia. "As the largest real asset manager in APAC, ESR's integrated fund management platform has provided our capital partners with access to some of the world's best secular growth opportunities propelled by the positive ...

Practifi names senior director, go-to-market

CASSANDRA BALDINI  |  FRIDAY, 9 SEP 2022
... professional of the highest calibre. "In this new leadership role, Umesh is charged with evolving an already enterprise-grade platform to ensure access to the most scalable, integrated and secure platform available," he said. "Umesh will work closely ...

Maxcap names director, direct investment

CHLOE WALKER  |  FRIDAY, 9 SEP 2022
... management, real estate strategy and transactions, Hulett said So is "a key senior addition to Maxcap's direct investment platform." Previously, So has worked in senior roles with Plenary Group, KPMG, Development Victoria and Sama Dubai. His real estate ...