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Showing 221 - 230 of 257 results for "OneVue"

WealthSure selects OneVue UMA platform

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
WealthSure has become the latest dealer group to sign-up to OneVue's unified managed account platform. Darren Pawski, group chief executive of WealthSure named platform capabilities as the primary reason for selection, given plans to introduce protected ...

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
OneVue has launched a second intermediated platform targeted at SMSF investors, specifically in the medical professional space. Designed for members of MAP - a financial services group that caters predominately to medical professionals, capabilities ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...

YBR continues aggressive expansion

MELANIE TIMBRELL  |  MONDAY, 12 MAR 2012
... Brick Road (YBR) partners and whitelabels Gateway products for mortgages, ALI/Metlife products for Life Insurance, and OneVue for investment platform. YBR is yet to post a net profit, with Australian International Financial Reporting Standard results ...

OneVue adds retail super to platform

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
OneVue has added a retail superannuation offering to its unified managed account platform for advisers. The addition will enable a client's total wealth, including retail superannuation investments to be transitioned across to the platform and be reported ...

OneVue to build consumer platform

RACHEL DAVIS  |  THURSDAY, 15 DEC 2011
OneVue will create an intermediated consumer platform for members of the Australian Medical Association, of which there are 26,000 nationwide. OneVue has been selected by Sherlock Consulting, in partnership with the Australian Medical Association (AMA) ...

OneVue eyes insto investor for global growth

RACHEL DAVIS  |  WEDNESDAY, 2 NOV 2011
Platform provider OneVue will select an institutionally aligned minority shareholder to join the OneVue Holdings register by February 2012, the group has announced. OneVue chief executive Connie McKeage said as part of the decision OneVue had taken ...

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
Platform provider OneVue said talks are at an advanced stage with several new dealer groups and accounting firms to make its unified managed account platform available to them. Adviser groups currently using the OneVue unified managed account (UMA) ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
... managed funds under advice in SMAs this year, up from 12% in May 2010. Connie McKeage, chief executive of SMA provider OneVue, said the number one issue facing the industry was more investment in education and training. McKeage likened SMAs to the funds ...

Software speeds up SMSF creation

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
... shares to bull semen. OneStepSMSF, a joint project between technology provider BGL and unified managed account provider OneVue, automatically fills out scores of forms such as the ATO ABN application, ATO trustee declaration and the SMSF trust deed. ...