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Showing 1731 - 1740 of 2602 results for "Platforms"

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... Melbourne advice firm Moran Howlett Financial Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under ...

YBR Smarter Money receives rating upgrade

MARK SMITH  |  THURSDAY, 26 JUN 2014
... over one and two year periods and since inception." The consultant advises a range of large super funds and investment platforms. Yellow Brick Road chief executive Matt Lawler said that with the RBA cash rate at a record 2.5% low and banks seeking to ...

Momentum for mFund service gathering despite uncertainty

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... "The question is whether the fund management sector outside the big four banks, who have a vested interest in their platforms, will come to play in that space." "The initiative is a little bit of a disrupter to the wraps and platforms market here in ...

Prepare for the 'financial Amazon': Joye

JAMES FERNYHOUGH  |  THURSDAY, 19 JUN 2014
... emergence of financial supermarkets, he said, while the vertically integrated dealer groups who have their own APLs and platforms, would be among the losers. When asked whether Australia had the scale to make these supermarkets viable, Joye pointed to ...

Industry marketing leaders receive top MAX Awards

LAURA MILLAN  |  THURSDAY, 19 JUN 2014
... division. Zurich was awarded with the Best Social Media Campaign of the Year for its dominant reach across multiple platforms. Perpetual's sponsorship of the Rolex Sydney Hobart Yacht Race 2013 won the Best Sponsorship of the Year, in recognition for ...

Getting ideas across to SMSFs the first battle: AMP

JAMES FERNYHOUGH  |  FRIDAY, 13 JUN 2014
... from SMSFs, but Lucas said this figure more than twice what it was 18 months ago. The remainder of money comes through platforms.

IOOF and SFGA union rattles top ranks

LAURA MILLAN  |  MONDAY, 2 JUN 2014
... model and client proposition." But J.P. Morgan analysis predicted that "over time, they [SFGA] will likely use the IOOF platforms." "From SFG's view, advice-based businesses are under threat based on changes to FoFA" and "it is easier if they can be ...

Dion Global launches new trading platform

ALEX DUNNIN  |  FRIDAY, 30 MAY 2014
... preferred strategy across a range of lit and dark markets on Chi-X and ASX. FIX connectivity with domestic and international platforms is also available as is support for algorithmic trading and compliance management. Rudi Pecker, Dion managing director ...

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
... clients," Wilkinson said. Praemium is a provider of investment administration, SMAs and financial planning technology platforms. It administers in excess of 300,000 investor accounts and covers approximately $80 billion in funds globally.

Asteron appoints key accounts and group risk manager

STAFF WRITER  |  THURSDAY, 22 MAY 2014
... position with a major life insurer. "Daniel has broad expertise in multiple disciplines across life risk, asset management, platforms and banking," Vilo said, although he didn't specify exactly where. "With Daniel leading our National Key Accounts team ...