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Showing 2501 - 2510 of 7014 results for "Platform"

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... works by collecting fact find and reverse find data collected by AstuteWheel which is then exported through a gateway platform called Roar Software and populates in Xplan. Advisers can use all of AstuteWheel's tools and calculators live with the client ...

Fund seeks to internalise management

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
... real estate transactions' experience. The funds management business has $169 million and over 450 investors across the platform.

S&P launches sustainable versions of flagship indices

ELIZA BAVIN  |  FRIDAY, 25 SEP 2020
... investing," she said. "We welcome adding a new suite with S&P's global brand and ESG capabilities to iShares sustainable platform."

MLC cuts fees, commissions

ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
MLC has cut fees and commissions on its platform for MLC MasterKey Investment Service and MLC MasterKey Unit Trust. For MLC MasterKey Investment Service the administration fee on the cash fund will reduce from 0.81% to 0.55%. The admin fee for the MLC ...

La Trobe completes half billion issuance

ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
... of our paper; the issue was 1.3x overbid." "The 2020-S1 bids also confirm the strength of our RMBS program, business platform and the quality of underlying assets in what remains an unclear global investment environment. La Trobe Financial has remained ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... that right has a critical impact on peoples' live and the wider economy. I am now focused on building out the tech platform to make the process more widely available," she said. The duo co-founded cloud-based SMSF documentation platform NowInfinity ...

MLC Life restructures, appoints lead

JAMIE WILLIAMSON  |  WEDNESDAY, 23 SEP 2020
MLC Life Insurance is combining its group and retail life insurance divisions to better meet client needs, saying the current level of service is not acceptable. The group has also appointed a new executive team to lead the initiative. The life insurer ...

J.P. Morgan rolls out global accounting services

ELIZA BAVIN  |  WEDNESDAY, 23 SEP 2020
... to transition our clients," Helyar said. "We've got an opportunity now to migrate our clients onto our full global platform which builds on the work we've done over the last ten years to incrementally integrate with our global stack." The move to ...

Masterfund assets decline

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2020
The masterfunds sector lost $38.4 billion over the 2019-20 financial year but has almost recovered the losses instigated by the global pandemic, the latest Plan For Life data show. The sector, which comprises mutual funds on wraps, platforms and master ...

MLC Wealth risk lead departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 SEP 2020
A chief risk officer at MLC Wealth has departed the business, with an acting chief appointed for the interim. Julia Pryor finished in her role as acting chief risk officer for the retirement and investment solutions and platforms division at MLC Wealth ...