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Showing 2151 - 2160 of 2509 results for "platforms"

Planner software innovations to pressure platforms

COMPANY RELEASE  |  WEDNESDAY, 28 OCT 2009
The heat is on for planning software providers to cater for advisers searching for more competitive alternatives to the marketplace's normal offerings from the main platform providers, said an industry expert. Gundeep Sidhu, managing director of AdviserLogic ...

FPs and accountants at odds on SMSF strategies

MICHAEL HOBBS  |  TUESDAY, 20 OCT 2009
... in managed funds. The difference in investment implementation approaches is because fewer accountants view investment platforms as appropriate for SMSFs, and the rate that do is falling. Among those accountants that said platforms were not appropriate ...

Challenger takes annuities to platforms

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
Challenger has launched its Guaranteed Income fund, a unitised annuity investment fund onto the BT Wrap platform following financial planner demand for more income products. The fund invests in annuities issued by Challenger Life and investors can select ...

Perennial recruits investment specialists

COMPANY RELEASE  |  TUESDAY, 20 OCT 2009
... servicing Victorian and South Australian financial planners. Andrew Davies, also an investment specialist will be servicing platforms, national dealer groups and NSW financial planners while Felicia Entwistle, investment specialist, will focus on research ...

AIOFP elects new board for PCM

MICHELLE BALTAZAR  |  TUESDAY, 13 OCT 2009
... elected a new board to oversee its product manufacturing arm, Personal Choice Management, ahead of a bidding war on which platforms will manage around $4 billion of fund inflows on their behalf. The new board members are Peter Johnston (AIOFP), Darren ...

Perpetual appoints GM for Aust eq sales

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... International and Merrill Lynch in London. In the past 18 months, the SIS sales team under his leadership was ranked first for platforms sales in 2008 (Wealth Insights Survey) and attained a top 10 market share ranking for Wealthfocus. Meanwhile Paul ...

GSJBW hires key account manager

COMPANY RELEASE  |  MONDAY, 12 OCT 2009
... manager. Based in Sydney, Johnston will assist Goldman Sachs JBWere in developing relationships with dealer groups, platforms and financial advisers. Phil Gardner, head of distribution at Goldman Sachs JBWere Asset Management, said Johnston has joined ...

UK platform assets rise 25 pc

COMPANY RELEASE  |  FRIDAY, 9 OCT 2009
... that UK investors could be more confident in the local equity market, one of the largest independent financial planning platforms in region has hit over $30 billion in assets under administration, rising by 25 per cent since the start of the year. This ...

AMP all aboard CFS, Navigator and Macq platforms

COMPANY RELEASE  |  WEDNESDAY, 7 OCT 2009
... Asian Equity Growth and Corporate Bond Fund have been added to a number of Colonial First State, Navigator and Macquarie platforms. The AMP Capital Asian Equity Growth Fund has been added to Colonial First State FirstWrap, Navigator Personal Investment ...

Macquarie buys investment bank FPK

COMPANY RELEASE  |  THURSDAY, 1 OCT 2009
... research offering to 765 stocks globally and double the stock coverage universe in our growing US and European securities platforms," said Roy Laidlaw, global head of Macquarie Securities Group. Following financial close, FPK's George Cochran and Len ...