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| | | ... super funds will be offering SMSF-like capability to members. That is the prediction of Ian Dunbar, head of investment platforms at UBS Australia, which together with FNZ Australia developed the platform launched into AustralianSuper for their Member ... |
| | | | ... are easy to understand and that offer choice of investment options. "Using a combination of Bravura's administration platforms, we can administer virtually any type of superannuation or retirement income product. "ePASS' electronic clearing house allows ... |
| | | | ... alternative assets, this is a honey pot that is too attractive to pass up," Sowerby said. "Structurally, leading investment platforms have a strong preference for investments that have daily liquidity. Financial planners and wealth managers are therefore ... |
| | | | ... Select, McGuren was head of new adviser development at MLC. During his time at MLC he held senior roles in investment platforms, investment research, key accounts and business growth and succession. Matt Englund managing director of Securitor and Licensee ... |
| | | | ... use Rubik's mobile device and internet expertise to expand COIN's financial planning software reach across multiple platforms. "Our initial focus will be on delivering already committed product development programs and preparing our products for changes ... |
| | | | ... quite slowly." "At the moments we're are not on a platform, you have to go through our registry, but we are looking at platforms," he said. "We have plans to have someone rate the product, there has been a couple [of ratings houses] considered, but we ... |
| | | | Payments to platforms from service providers are set to be banned in the UK by the Financial Services Authority (FSA), triggering reactions that the reforms would shift $30 million in costs directly onto consumers. The proposals are contained in a discussion ... |
| | | | ... shares. The report also found that with a number of well serviced platform offerings, advisers have been leaving the platforms they are not satisfied with, 27% of advisers surveyed have stopped using at least one platform for new inflows in the last ... |
| | | | ... businesses we think are a good fit," Spiers said. When asked if those practices joining BT dealer groups are able to offer platforms from providers other than BT, Spiers maintained that client best interest remains paramount for the group, which, he ... |
| | | | ... its SMARTwrap platform by a number of independent financial advisers, as well the deployment of individually badged platforms for industry players like MyState Wealth Management, Industry Fund Services and the new, responsible investment group, EmeraldWrap. ... |
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