Search Results | Showing 2021 - 2030 of 2509 results for "platforms" |
| | | Some 80 per cent of advisers use platforms to write risk advice, according to latest figures from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms ... |
| | | | ... that the new combined group will focus on wealth management, albeit this includes deposits and mortgages as well as platforms and advice. Dunn said this will help AMP Bank but the merger is fundamentally about traditional wealth management. ''We'd like ... |
| | | | ... selected from Macquarie Wrap's managed investments, listed securities, and/or cash. Justin Delaney, head of insurance and platforms for Macquarie adviser services, said that Macquarie worked closely with advisers to understand, design and develop the ... |
| | | | ... Queensland-based boutique manager Dalton Nicol Reid has won a $40 million mandate from an endowment fund and plans to target major platforms and dealer groups next year as part of its growth strategy. Harley Dalton, director at DNR, said the $40 million ... |
| | | | ... very much core business for MLC and Meritum falls right within that zone." Meritum advisers currently have a choice of platforms, including MLC's Navigator. Stephen Trist, appointed general manager of Meritum, said that MLC would be able to support Mertium ... |
| | | | ... get, which I think is unlike anything else on the market," said Mark Pankhurst, head of superannuation and investment platforms. "It's a very tax effective and online efficient mechanisms so it is plugged right into the front end of our life insurance ... |
| | | | ... MTAA Super, Military Super and Westscheme climb 15 or more places, already putting them in the zone of major retail platforms, said Rainmaker. Rainmaker said continued recovery in property is likely to have sweeping impacts on super funds relative returns ... |
| | | | IOOF is going through another round of rationalisation within its platforms, systems and other services, following its acquisition of Skandia Australia and merger with AWM. Following the rationalisation, IOOF will make fewer system changes, have fewer ... |
| | | | ... Matthew Drennan, general manager of investments at Zurich, said the firm will be pushing its existing products onto platforms and wraps, along with private banks, to increase new business flows. "On the platforms, generally we've only had one or two ... |
| | | | ... handle the ETFs in the future as well," said Lawrenson. Asgard has worked on its investment custody and superannuation platforms, but Lawrenson said it's their plans to launch similar functionality around June 2011 that has the firm excited. "Asgard ... |
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