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Showing 2251 - 2260 of 7014 results for "Platform"

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... some examples. In 2018, it added an estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from View Legal on behalf of clients. The software also caters to accountants ...

OpenMarkets hires, acquires, preps for IPO

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... expands its team from just 17 in March 2020 to now 88 people and prepares for an IPO. It also acquired financial adviser platform InvestFit which it will rebrand to OpenMarkets Advice. OpenMarkets Advice is a goals-based advice tool that combines stochastic ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
New research finds that Colonial's FirstChoice platform is the most popular among financial advisers across all states and territories. Rainmaker analysis of ASIC's March Financial Adviser Register reveals Colonial FirstChoice is the most-used ...

AMP Capital fails to stop fund merger

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
... their confidence in our abilities through their support of the merger proposal and welcome the ADPF unitholders onto our platform," Dexus chief executive Darren Steinberg said. AMP Capital acknowledged the outcome of the vote. It had provided an alternative ...

Raiz acquires superannuation platform

KANIKA SOOD  |  WEDNESDAY, 28 APR 2021
... Raiz is set to buy Superestate, whose business includes superannuation, a residential property fund, and a property data platform. Under the deal, its founder Grant Brits and Superestate's staff will join Raiz. Raiz is funding the transaction via 5.3 ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
The ASX-listed advice and accounting group has announced its member firm Kidmans Partners Wealth is acquiring the financial advice services of another member firm. Kidmans will pay $290,000 to Colgin Financial Services with $150,000 paid on completion ...

Rice Warner prepares to shut up shop

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
... consulting capacity. "The move will provide strong career opportunities for our talented team as well as giving us a solid platform to grow our consulting activities. We have built a business which will be a formidable addition to the capabilities of ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
New research from Investment Trends has revealed how investors choose ESG product providers, and it's bad news for some of the big names in funds management. According to the research, conducted by Investment Trends and Australian Ethical, 87% of ...

AMP Capital real estate distribution head departs

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... the role for over two years and worked closely on the origination and management of transactions in AMP's real estate platform across office, logistics and retail. Prior to this, he was AMP Capital's head of institutional business and was responsible ...