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Showing 2011 - 2020 of 7014 results for "Platform"

BT confirms changes to super business

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
Financial Standard understands BT is preparing to announce the sale of its superannuation business, with the group confirming changes are underway. Financial Standard understands several roles were made redundant yesterday, with more expected throughout ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
... McKay said. "Ben's strong network, coupled with his significant experience across key facets of the advice market, the platform space and product solutions, will help build on our relationships with our key client groups and for our funds management ...

Vanguard launches automated investing solution

KARREN VERGARA  |  MONDAY, 15 NOV 2021
Vanguard's Personal Investor platform has launched a feature that automatically invests clients' money into managed funds. Auto Invest regularly debits accounts starting from $200 either fortnightly, monthly, or quarterly, and invests the funds ...

BetaShares introduces suite of ethical SMAs

RACHEL ALEMBAKIS  |  FRIDAY, 12 NOV 2021
... true-to-label investment solutions." Investors are currently able to access BetaShares' ethical SMAs on the Praemium platform, while Vynokur said additional platforms are expected to offer them in the near future. "Financial advisers continue to ...

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
Millennials (born 1981 to 1996) represent the fastest growing segment of new SMSF accounts. This is according to new data from AUSIEX, which found during the first quarter of this financial year there was a 9.3% increase in new SMSF accounts opened ...

Trustees Executors awards technology mandate

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... management solution. SS&C Aloha will service Flint Wealth with front-to-back asset class support within a single intuitive platform. The Aloha offering from SS&C uses machine learning, predictive analytics, natural language processing and intelligent ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
BT will shutter its Practice Principals' Community (formerly known as BT Select or BT Open), with the head of the offering to depart BT to start an independent service for self-licensed practices. Kon Costas, who has been with BT for a decade and ...

Raiz Invest hits $1bn in Australia

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... management in Australia. The company put the growth down to customer engagement and reported that average balances on its platform have grown to nearly $3000 per customer. Raiz reported having more than 500,000 Australian customers "Passing this significant ...

ASIC issues warning to finfluencer sponsors

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
Corporate regulator ASIC is warning corporations that pay finfluencers to advertise products and services about potential breaches of financial advice laws. ASIC commissioner Cathie Armour said some listed companies are flocking to finfluencers for ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
Two Centrepoint Alliance subsidiaries have adopted Iress' advice fee consent solution. Matrix Planning Solutions and ClearView Financial Advice will be able to capture fee consent for ongoing service fee agreements via Xplan. They join Colonial ...