Search Results | Showing 2131 - 2140 of 2604 results for "Platforms" |
| | | ... group's merger with Merrill Lynch Investment Managers (MLIM), taking up the role of relationship manager - researchers and platforms. Since then, the group's most high profile departure was in February when Morry Waked left and set up his own quant-orientated ... |
| | | | ... Harper will report to southern region manager Stuart Devlin, and will be responsible for building relationships with platforms and dealer groups. Prior to AXA, Harper held roles at NAB as a senior project analyst. The appointment is the fourth in a series ... |
| | | | ... its wealth management arm. The new platform, branded "MLC Wrap", will be a blend of the Navigator and MasterKey Custom platforms, incorporating Navigator's technology, service capabilities and Separately Managed Accounts with MasterKey Custom's portfolio ... |
| | | | ... conditions and healthy fund flows boosted the division's performance, with the number of active advisors using BT's wrap platforms growing by 8.2 per cent. Insurance cross selling was also strong with a 25 per cent increase in home and contents gross ... |
| | | | The country's six largest platforms control three-quarters of their market while the six largest planning groups control less than half of their market, suggesting where the power to influence the financial advice industry really lies, research shows. ... |
| | | | ... regional candidates," said Steele. Education is a hot topic in the financial planning industry, with several new education platforms entering the market over recent months. In August, a former Securitor financial planner started an online financial planning ... |
| | | | ... clients' total SMSF assets were invested through a platform, up slightly from 41 per cent June last year. How much revenue platforms can gain from planners with SMSFs clients may be critical to the growth of their businesses, especially when direct shares ... |
| | | | ... Advice (FoFA) reforms and those that are already taking action. Among their key findings is that the market share of platforms will be determined not by which group can offer the best channel to transition from commission-based to a fee-for-service model. ... |
| | | | ... insurance premiums. As part of a partnership between CommInsure and Colonial First State's FirstChoice and FirstWrap platforms, customers will be able to pay for their "Total Care Plan Super" insurance premiums through rolled over superannuation monies ... |
| | | | ... prospective buyer. The first three are fairly conventional, including the quality of the support staff, the product mix and platforms and what alliances and referral partners the financial planning group has in its books. The other two drivers, however ... |
|