Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 17 of 17 results for "OneVue Platform"

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... Partners has acquired Madison Financial Group from PHAROS Financial Group. The deal includes the licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
The large cap Australian equity market is generating the toughest returns for active fund managers in years, the latest Zenith Investment Partners research shows. In the 12 months to March the sector generated 18.1% in returns, with an average rated ...

YBR acquires News Corp platform

ALEX BURKE  |  THURSDAY, 24 MAR 2016
Yellow Brick Road has acquired News Corp's consumer-direct investment service brightday, which runs on the OneVue platform. YBR's statement said the acquisition forms part of its digital plans which included the release of robo-advice tool Guru in 2015. ...

OneVue partners with Sentry Group for adviser platform

ALEX BURKE  |  FRIDAY, 26 FEB 2016
... OneVue has announced it is partnering with Sentry Group to deliver a new platform for Sentry's advice network. The OneVue platform will be incorporated into Sentry's existing Compass platform suite, which also includes offerings from HUB24, Asgard and ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Endeavour Securities has white-labelled OneVue's new LUMINOUS platform. Endeavour, which is owned by the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...
PAGE:
2