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Showing 1931 - 1940 of 2509 results for "platforms"

netwealth aims to plug gaps in planner needs

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
... Investment Trends Platform Report of 2010, netwealth is one of only three of Australia's 26 leading mastertrust and wrap platforms that is totally independent in not owning a distribution network of planners as well as being a product provider.

Macq appoints new COIN head

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... with Macquarie since December 2009 and was heavily involved in the establishment of Vow Financial and the creation of platforms and adviser offerings in Macquarie Adviser Services. "Kirk Pitman has a high level of technical knowledge and a sound understanding ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... rating their software 'good' or 'very good'. Financial advisers continue to show support for their favourite software platforms, with IRESS holding 44% of the primary adviser relationships in the latest Investment Trends report. Of the five planning ...

Perpetual outsources central data hub

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... selected the Cadis enterprise data management (EDM) platform after a two week proof of concept test which assessed the platforms control around its data management, its ability to manage securities, pricing and the processing of positions and transactions. ...

AQR earns $150m of mandates for hedge fund strategy

MATT WOODINGTON  |  MONDAY, 12 SEP 2011
... shifting towards the retail market to supplement institutional flows and the strategy is now available through various platforms. AQR is a Connecticut-based alternative investment management firm with more than $40 billion in assets under management ...

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
... Milliman, is designed as an alternative to annuities and offers a personalised portfolio protection solution. "Existing platforms in the market have not provided an adequate solution to the bulk of self-managed superannuation fund sector," said Ray Miles ...

Vanguard tops US social media rankings

ELISE BURGESS  |  WEDNESDAY, 7 SEP 2011
... build advocacy for their brands, and drive business results," said Kasina. Managers were also assessed to see how many platforms they covered, such as Facebook, LinkedIn, Twitter, YouTube and blogs. In the local financial markets, Australian wealth management ...

BT: product strength will defend market share

ALISON BEVEGE  |  WEDNESDAY, 31 AUG 2011
... be harmed even though a key rival is buying its major client. Count Financial runs $6.2 billion across its preferred platforms, of which about $4 billion is channeled through the BT-provided platforms called wealth-e-account and platform2. One of the ...

SMA managers raise standards

MATT WOODINGTON  |  MONDAY, 29 AUG 2011
The performance of separately managed account funds on platforms is rising steadily, according to Standard & Poor's Fund services, which upgraded one manager and downgraded another in its recent sector review. S&P upgraded the Dalton Nicol Reid Australian ...

Count Financial profit surges on windfall float

ALISON BEVEGE  |  MONDAY, 29 AUG 2011
... $13.25 million, a fall of 9% from $14.58 million last financial year, the firm said. Funds under advice on approved platforms fell by 1.74% in the last year to $6.22 billion of which $4.42 billion is with the BT/Westpac platform. Count Financial's investment ...