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Showing 2001 - 2010 of 7014 results for "Platform"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... consulting (managed accounts) Brent Bevan, Fortnum Private Wealth chief executive Neil Younger and BT Financial Group head of platform distribution Chris Mather discussed whether managed accounts have really delivered on their promises to advisers and ...

Link enters UK pension market

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
... The front-to-back office solution will use automated, cost efficient, scaled processes with advanced data analytics and platform capabilities. The products will also remove complexity and will allow providers' back office to focus on member experience. ...

Clearstream wins custody mandate

ANNABELLE DICKSON  |  THURSDAY, 25 NOV 2021
... infrastructure service domestically that it provides internationally to its clients. Clearstream's Vestima fund processing platform provides a central access point to all fund types in around 50 markets worldwide. It holds around €3 trillion in assets ...

Pinnacle acquires private equity firm stake

KARREN VERGARA  |  WEDNESDAY, 24 NOV 2021
... high-growth, technology companies. It has 15 private equity and 17 venture capital investments to date, including learning platform Education Perfect and fashion retailer Universal Store. It recently divested Zenith Investment Partners from its portfolio ...

Super funds failing three-day transfer requirement

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Trading platform Stake - which has a DIY super offering - has called out some of the largest super funds, saying they are failing to roll over members to its SMSF offering in the required three days. Since October 1, APRA regulated super funds have ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

AFCA launches new platform to improve dispute resolution

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
The Australian Financial Complaints Authority (AFCA) today launched a new digital platform to help financial services firms better manage disputes that reach the ombudsman service. The new AFCA member benchmarking dashboard is an interactive platform ...

BlackRock Australia expands client distribution team

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... guide them through the dynamics of the wealth management environment. "Drawing on the scale and breadth of our global platform, BlackRock is uniquely positioned to partner closely with institutions to deliver a diverse range of investment styles - index ...