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Showing 2741 - 2750 of 7014 results for "Platform"

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
New research shows financial advisers are struggling to make time for important aspects of the advice process, including cash management. Macquarie's newly released Cash flow management opportunity report shows 93% of advisers recognise the value of ...

MLC changes super fees, adds menu

KANIKA SOOD  |  WEDNESDAY, 11 MAR 2020
MLC is lowering the fees for its MasterKey Fundamentals product for accounts above $150,000, and introducing a new core menu. From April 1, MasterKey Fundamentals will lower its fees for 58,000 clients and members. This is the new product which MLC ...

Willis Towers Watson, Aon to merge

JAMIE WILLIAMSON  |  TUESDAY, 10 MAR 2020
... deliver more value." The move sees the unification of two highly complementary businesses into a technology-enabled global platform that is more relevant and responsive to client needs, Aon said. "This combination will create a more innovative platform ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... to prove popular among investors, Praemium is taking steps to ensure financial advisers are able to meet demand. The platform has rolled out an "industry first" suite of ESG options, including new screening functionality for advisers and the addition ...

Small administrator eyes large funds

HARRISON WORLEY  |  MONDAY, 9 MAR 2020
... will join IFAA's board. "Investing in the IFAA Group provides MMC with the opportunity to leverage our core technology platform, NeXus, into a new market," MMC managing director Tom Reiher said. "This will provide the Australian business with a superior ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Clime Investment Management has launched four new separately managed account portfolios to help diversify self-directed investors' wealth amid skyrocketing volatility. Investors can now access Clime's balanced (35% defensive, 65% growth), growth ...

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
Adviser platform Desktop Broker has appointed a new senior sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia ...

HUB24 appoints interim chief financial officer

ALLY SELBY  |  THURSDAY, 5 MAR 2020
Wealth management platform HUB24 has appointed a new interim chief financial officer and joint company secretary following the incumbent's resignation in December last year. Debbie Last has nabbed the role, effective today, and brings with her 25 years ...

Northern Trust climbs custody league tables

HARRISON WORLEY  |  WEDNESDAY, 4 MAR 2020
Northern Trust has rocketed up the asset servicing performance tables, after adding almost 30% to its assets under custody in the second half of 2019. The Australian Custodial Services Association's latest asset servicing industry statistics show Northern ...

Raiz defends double fee

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
... aggressive to conservative, instead of withdrawing their funds, reflecting the increasing maturity of those using the platform." "The company continues to be well funded to execute its strategy following the $7.5 million capital raising that was completed ...