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Showing 2751 - 2760 of 7014 results for "Platform"

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Wealth management platform WealthO2 has appointed a national business development manager, set to build awareness of the quickly growing service. Former Lonsec senior BDM, Greg Schapkaitz, has nabbed the newly created role, and will report directly ...

Spitfire loses top executives

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
Spitfire has lost both its chief executive and chief product officer within months of them joining the platform provider. Former chief executive John Shuttleworth left the business in December last year after being appointed to the top role only two ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

Colonial First State cuts fees, closes legacy options

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... commissions. This will benefit about 1100 members to the tune of $565 on average in annual fee reductions. CFS trimmed platform fees in June last year, followed by starting the removal of grandfathered fees announced in December. So far, it has cut fees ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after a short stint at the advice group. Mennie joined the platform last month, and has ...

Raiz cuts AET amid Sargon saga

ALLY SELBY  |  MONDAY, 2 MAR 2020
The board of investment platform Raiz has replaced Australian Executors Trustees (AET) as its independent custodian, in what comes as the latest development in the Sargon saga. Raiz has appointed Perpetual Corporate Trust as its new independent custodian ...

HUB24 also in line at Sargon

KANIKA SOOD  |  FRIDAY, 28 FEB 2020
... companies, and entered an exclusive sales agreement with them. The creditors Among their secured creditors, ASX-listed platform HUB24 has emerged as another party owed money, joining OneVue, according to minutes of the first creditors meeting held on ...

Moelis Australia names co-chiefs, acquires lender

KANIKA SOOD  |  WEDNESDAY, 26 FEB 2020
... adds to our residential lending activities with investment in a long established mortgage origination and management platform. MKM has operated successfully for over 15 years through various market cycles," Moelis Australia said in company filings. "MKM's ...

Qualitas launches build-to-rent fund

ELIZABETH MCARTHUR  |  MONDAY, 24 FEB 2020
... sustainability criteria into its investment criteria, as well as being Australia's first dedicated build-to-rent debt platform. The housing will have to meet strong sustainability measures and be required to reduce greenhouse gas emissions by 35% ...

Bell FG appoints director, releases FY results

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... impact" on Bell Potter Capital's revenue this year. Provan also teased an upcoming external client for the firms TPP platform. "We have a dedicated project team working on the TPP platform to enable it to execute, clear and settle equity and derivative ...