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Showing 1781 - 1790 of 3302 results for "Via"

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... cash and a minimum of $14 million of MGP scrip to be issued at $0.33 per MGP share. The cash consideration is to be funded via capital raising. Positive dynamics in the non-conflicted advice market, the stockbroking market as it transitions to annuity ...

MetLife tracker enhances claims experience

KARREN VERGARA  |  MONDAY, 25 SEP 2017
... add value to members' claims experience. The digital claims tracker updates customers on the progress of claims in real time via desktops, tablets and mobile devices. Members of industry superannuation fund, MTAA Super, are currently using the tracker ...

IRESS enters regtech realm

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... minority equity investment. The non-material investment will see Lucsan's suite of regtech solutions delivered to clients via IRESS' IOS, XPLAN and Acurity products. The partnership will also assist Lucsan's growth strategy as it works to expand across ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... their existing client book. Advisers who have already reshaped their business models will share their ideas and strategies via webinars and podcasts to be in the new online offering. "From tools to help stimulate demand, break into new markets, or drive ...

Global $11bn manager acquires US firm

ALEX BURKE  |  WEDNESDAY, 20 SEP 2017
A global manager with over $11 billion in assets under advisory and management, which operates in Australia via BNP Paribas Asset Management, has acquired a US firm for US$52.5 million. Impax Asset Management entered into an agreement to acquire 100% ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
... thinking and capability in managed accounts. "Through this whitepaper, we wanted to show Advisers how they could achieve this via a well thought-out and proven approach to managing and administering investments...The investment philosophy - what you ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... presenting the latest research on 15 managed accounts platform providers that host 580 unique managed portfolios and offered via 128 investment managers. Dunnin said managed discretionary accounts (MDA) advice authorisation is the fastest growing segment ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust and estate planning documentation via an online portal and, if legal guidance is needed, clients can engage a lawyer versed in SMSF, company, estate planning and ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... network. As part of the new arrangement, BTFG's internal research team will use the data and reporting capabilities available via Morningstar DirectSM, the company's independent research platform for asset managers and wealth management professionals. ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... help scale audit and compliance services. According to Class, 24% of all Self-Managed Super Funds are currently administered via their platform.