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Showing 2551 - 2560 of 7014 results for "Platform"

Morgan Stanley duo establishes advice boutique

KANIKA SOOD  |  THURSDAY, 20 AUG 2020
... Ryan Loehr, who worked as an associate adviser initially at Morgan Stanley with the two. The firm will use HNW-focussed platform provider Powerwrap for platform administration and reporting services. Powerwrap will also provide access to traditional ...

Pengana sales manager lands distribution gig

ALLY SELBY  |  THURSDAY, 20 AUG 2020
... "The strategy will also incorporate the dealer group and aligned adviser space with a focus on APL approvals along with platform additions," he said. Meantime, Inspire Impact partner and Liverpool Partners managing partner Jonathan Lim said he was excited ...

thedocyard details merger, proposes raise

ANNABELLE DICKSON  |  WEDNESDAY, 19 AUG 2020
... technology with a combined market capitalisation of $125 million. Ansarada is an unlisted provider of a cloud-based SaaS platform for secure end-to-end document and process management, supporting transactions and other critical business and governance ...

Netwealth reports $43.8m in FY20 profits

KANIKA SOOD  |  TUESDAY, 18 AUG 2020
... as it flags increased IT and infrastructure spend for the next year and a new mobile app for clients. The ASX-listed platform business grew total funds under advice by 35% to $31.5 billion. Net inflows for FUA doubled to $9.1 billion. Total funds under ...

ATO clarifies part disposal rules: DomaCom

ANNABELLE DICKSON  |  TUESDAY, 18 AUG 2020
Fractional investment platform DomaCom has received confirmation from the tax office that a part disposal of a home can work for downsizer contributions for SMSF trustees to allow them to stay in their home. The ATO's Administrative Binding Advice confirms ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
... after tax for the year. Net profit for the group - which includes funds management, financial planning, corporate and platform administration - was mostly flat, rising only about 1% from FY19's $10,350. Group gross revenue was $54.9 million. The ...

Praemium shows growth in crisis

ELIZA BAVIN  |  FRIDAY, 14 AUG 2020
... Praemium has posted a positive full-year result despite the impacts of global headwinds caused by the COVID-19 pandemic. The platform provider saw a 26% increase in global funds under administration to $20.3 billion, a 14% increase in revenue to $51.2 ...

Advisers bolt to cash, gold

ANNABELLE DICKSON  |  FRIDAY, 14 AUG 2020
Advisers seeking to de-risk portfolios have sparked mass inflows to defensive assets and an almost equal amount in outflows of riskier assets, namely Australian equities. The BetaShares Australian High Interest Cash ETF (AAA) and ETF Securities Physical ...

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
... shareholder who failed to meet its obligations under a subscription agreement was not named. Last year, Spitfire acquired platform and wrap provider Wealthtrac, which at the time was used by 6000 advisers with $2 billion in funds under management, as ...

Class announces $4.2m acquisition

ELIZA BAVIN  |  THURSDAY, 13 AUG 2020
... in FY21. Smartcorp launched Australia's first online company ordering and ASIC compliance system in 2003, operating a platform that has delivered over 500,000 documents to accounting, professional services firms and financial advice networks. Class chief ...