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Showing 201 - 210 of 435 results for "Hybrid"

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... Panorama will be able to access Ignition Wealth's 360 digital advice solution from Q3 2017, allowing customers to access a hybrid of digital and traditional financial advice. The deal has been hallmarked as "the largest fintech deal in Australia to date." ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
Two Smarter Money Investments funds have been given a "recommended" rating by Lonsec. The Smarter Money Active Cash (SMAC) strategy was upgraded from "investment grade" by Lonsec as a result of the research house's "high regard for the fund's senior ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... functionality. XPLAN was the first application to support native digital document signing. AdviserNETgain is the top ranked hybrid application, while Decimal is the leading intra-fund advice application. It also shows developers are increasingly configuring ...

BT and Asgard add bond fund

ALEX BURKE  |  TUESDAY, 4 APR 2017
An active bond fund has been added to the BT Wrap and Asgard platforms. Jamieson Coote Bonds' Active Bond Fund is the retail form of its wholesale Australian government bond strategy; it was recently rated as "recommended" by Lonsec. The fund is distributed ...

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
Exchange traded bond provider Australian Corporate Bond Company partnered with Praemium to launch a fixed income separately managed account solution. The 'Yield Plus' portfolio, which invests in individual investment-grade corporate bonds through exchange ...

Bond investors urged to play tactics

JAMIE WILLIAMSON  |  MONDAY, 6 FEB 2017
Tactical trading strategies, particularly in direct securities, will offer the greatest opportunities for Australian bond investors over the next few months, says BondAdviser. In its 2017 outlook, the fixed income research platform found the possibility ...

Innovate to beat innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... Barbara Wall said. "It is tempting to sit on the fence but we believe firms that do so will lose out." The firm believes that hybrid robo-advice models that allow investors to benefit from a combination of lower fees, digital efficiency and specialist ...

Pillar sold to Mercer

DARREN SNYDER  |  FRIDAY, 2 DEC 2016
... strong track record in superannuation administration services with expertise in defined benefit, defined contribution and hybrid administration. She understands Mercer intends to create a Centre of Excellence Hub in the Illawarra region where Pillar ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... can be scalable and there can be varying degrees of digitisation - from full automation (involving no human adviser) to a hybrid model resting primarily on digital advice, but with the added option to call an adviser to receive human advice. Adviser-assisted ...

JCB fund added to Macquarie Wrap

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
The Jamieson Coote Bonds active Australian Bond strategy is now available via the Macquarie Wrap platform. Distributed by Channel Capital, the CC JCB Active Bond Fund is the retail version of JCB's wholesale strategy. Commenting on the fund, Channel ...