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Showing 2711 - 2720 of 7014 results for "Platform"

BlackRock lead portfolio manager departs

KANIKA SOOD  |  TUESDAY, 7 APR 2020
... Europe, frontiers and alternative strategies. All three report to Boa. "While Andrew's departure is certainly a loss to the platform, we have taken the necessary steps to prepare for succession and are well-prepared for this transition," BlackRock said. ...

COVID-19 sparks renewed fight for commissions

ELIZABETH MCARTHUR  |  MONDAY, 6 APR 2020
The COVID-19 pandemic and subsequent economic slowdown has spurred a fight among financial advisers to retain commissions, amid news big institutions are turning them off earlier than the law requires. The Association of Independent Financial Professionals ...

Bravura secures new mandate

ELIZA BAVIN  |  MONDAY, 6 APR 2020
Bravura Solutions has announced it has secured a new mandate for the use of its Garradin platform. Futurity Investment Group has chosen Garradin platform to support its new range of education bonds. Bravura said Futurity is a member-owned organisation ...

SS&C secures platform mandate

HARRISON WORLEY  |  MONDAY, 6 APR 2020
US investment management software provider SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety ...

Count Financial adds tech integrations

ALLY SELBY  |  THURSDAY, 2 APR 2020
Count Financial has launched a series of back-end tech integrations to improve adviser efficiencies and deliver better experiences for clients. The new integrations have helped save the licensee thousands of man-hours. Countplus chief executive and ...

Cashwerkz announces new chief executive

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2020
... Commenting on his appointment, Letche said: "I am very excited to help lead Cashwerkz to grow the flow of funds on to the platform, innovate in product and technology to generate more revenue streams and grow our talent to execute our strategy." Executive ...

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
Vanguard launched a new investment platform designed to simplify the investing experience and provide low-cost access to the firm's most popular products. The global funds management giant's new Vanguard Personal Investor offering will allow Australians ...

Product provider partners with BTFG

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... products provider has announced it will launch a number of managed portfolio options on BT Financial Group's flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... long-term IDR, in addition to an insurer financial strength rating of BBB+. Just days prior, it awarded a $1 billion platform mandate to HUB24, as it transitions away from its own platform. The deal will see ClearView migrate $1 billion from its WealthSolutions ...

Cash management account to shutter

KANIKA SOOD  |  FRIDAY, 27 MAR 2020
A cash management account distributed by Colonial First State and issued by Bankwest is set to terminate effective June. The BWA Cash Management Account offered a variable rate of 0.40% per year, and acted as a central account for a usually advised ...