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Showing 2491 - 2500 of 4897 results for "Alex"

Perpetual launches wholesale global equity fund

ALEX BURKE  |  MONDAY, 8 FEB 2016
Perpetual has launched a new wholesale fund targeted at reducing the risk of Australian dollar movements on international investments. The Perpetual Wholesale Global Share Fund Hedged takes a "bottom-up approach to stock selection," the firm's statement ...

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ...

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
Software provider AdviserLogic has launched AdviserLogic 2.0, the next iteration of its financial planning platform. The primary changes to the software appear to be focused on enhancing user experience, mainly via improving the current user interface. ...

Macquarie reports annuity business profit dips

ALEX BURKE  |  THURSDAY, 4 FEB 2016
Macquarie has announced its results for the December 2015 quarter, revealing a net decrease in profit for its annuity-style businesses and an increase in its capital markets-facing businesses. Specifically, Macquarie Asset Management, Corporate and ...

Rubik appoints insto account manager

ALEX BURKE  |  THURSDAY, 4 FEB 2016
Rubik Financial has appointed a senior institutional account manager. Lanie Conquest comes to Rubik from Decimal Software, where she was head of sales. She has also held senior roles at Virtual Adviser Network, Macquarie Bank and Asgard. At Rubik, Conquest ...

ASIC bans ex-NAB adviser

ALEX BURKE  |  THURSDAY, 4 FEB 2016
ASIC has banned a former NAB adviser for seven years. ASIC has alleged that then NAB representative Shane Thompson, engaged in misconduct between December 2012 and February 2013. Specifically, Thompson forged "change of adviser" forms and submitted ...

SG Hiscock takes distribution reins from EQT

ALEX BURKE  |  THURSDAY, 4 FEB 2016
SG Hiscock has announced EQT will no longer manage retail distribution for its funds following a strategic review. SG Hiscock will take portfolio management responsibility for their own products and will also manage distribution for LaSalle funds; EQT ...

AMP updates SMSF platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
AMP has updated the SuperConcepts superMate SMSF accounting platform. According to AMP subsidiary SuperConcepts' chief technology officer Kurt Groeneveld, the changes were made to accommodate "extensive testing and feedback from existing superMate users ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
Advisers prefer the netwealth investment platform in terms of full functionality, according to Investment Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which ...

ANZ reduces 146 Oasis staff in Macquarie partnership

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
ANZ and Macquarie have partnered to develop a new wrap platform for ANZ advisers. Under the agreement, Macquarie will take effective stewardship over ANZ subsidiary business Oasis, with ANZ staff being reduced over the next 18 months as administration ...