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Showing 2361 - 2370 of 9468 results for "tech"

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
A former head of wholesale at Fidelity is joining the platform provider's distribution team. Andrew Mathie is now a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably ...

Praemium to sell international business

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUL 2021
Following a strategic review, Praemium is proposing to sell its international business despite record performance. The platform provider has confirmed it plans to sell its international business, despite its strong performance in recent times. The strategic ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Ord Minnett named a new state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
The SMSF technology platform has launched an online tool to assist accountants in finding suitable SMSF auditors for their clients. The tool will allow accountants to request quotes from different providers that connect directly to the Class product ...

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
Former Centrepoint Alliance chief executive Angus Benbow has taken up a leadership role with mixed-martial arts gym program Wimp2Warrior. Benbow announced he will be co-chief executive of Wimp2Warrior alongside its founder Nick Langton. "An exciting ...

BNY Mellon acquires Milestone

ELIZABETH MCARTHUR  |  FRIDAY, 9 JUL 2021
BNY Mellon will acquire Milestone Group, a funds management technology provider. The deal comes just over a year after the two companies formed an alliance to create a suite of oversight and contingent net asset value (NAV) services for asset managers ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... overall brand association. "The latest insights from Investment Trends indicates that advisers perceive BT Panorama as the tech leader across several fronts. Advisers' and clients' preferred way of engaging with our platform is via their mobile ...

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
Netwealth ended the June quarter with a 12% increase in funds under administration (FUA) and a 102% increase in inflows. The platform recorded $47.1 billion in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. ...

Copia launches impact fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
In a distribution deal with TT International, Copia Investment Partners has launched a new impact fund for Australian investors. Copia launched the TT Global Environmental Impact Fund, which invests in a global equity portfolio with 30-40 stocks. Copia ...