Search Results | Showing 1 - 10 of 122 results for "Wealth platform" |
| | | HUB24 has appointed an executive hiring from Allianz Retire+ to oversee its technical services functions for better engagement with advisers. Justine Marquet has joined the platform as head of technical services, a role she held with Allianz Retire+ ... |
| | | | BT has appointed Adam Hett to the newly created role of chief product owner - digital, as it continues to expand the digital capabilities of Panorama. Hett will lead the strategy, performance and ongoing evolution of BT's digital channels, including ... |
| | | | Clime Investment Management has been suspended from the ASX after it missed the September 30 deadline to lodge its audited annual report. Trading in Clime will remain suspended until after the FY26 annual report is released on the ASX. "While this is ... |
| | | | Trading platform Selfwealth is launching three managed portfolios, expanding from online brokerage into a wealth platform. The three portfolios will be available to a small group of early access users today, with a broader rollout in the coming weeks. ... |
| | | | Global asset managers are sharpening their focus on core capabilities, increasing their use of outsourcing and tightening cost controls as they pursue more disciplined growth, according to a new Northern Trust survey. The Driving Growth in Asset Management ... |
| | | | ... evolve." Pemba Capital Partners managing director Mark Bryan added: "Pemba has been exploring a partnership with a wealth platform for some time. Hewison stood apart: genuinely independent, a 40-year track record, and a culture built around its clients ... |
| | | | ... business. She was most recently the head of managed accounts for nearly three years at the company, and the head of wealth platform risk governance for two years before that. Prior to joining Macquarie, she held senior positions at Westpac, including ... |
| | | | T. Rowe Price has acquired US fixed income asset manager and exchange-traded funds (ETFs) specialist F/m Investments, expanding its capability to provide customised fixed income offerings to investors. F/m Investments has approximately US$19 billion ... |
| | | | ... across 35 transactions during the period, while the transition of existing clients to the new Bell Potter Private Wealth platform and expansion of its investment advice offering generated $500 million in new client inflows. Funds under advice stood at ... |
| | | | Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ... |
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