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Showing 11 - 20 of 21 results for "OneVue Platform"

OneVue posts solid earnings, fund services stands out

KANIKA SOOD  |  MONDAY, 27 AUG 2018
... April 2018 exit of the SMSF admin business. Platform services' core revenue was up 23%, excluding divestments. OneVue platform service's net flows were down to $247 million (similar to June 2017 levels) from a high of $612 million in December 2017. The ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... create Nextplan Wealth Management for advisers within the Nextplan network. The solution - a private label of the OneVue platform - includes a comprehensive super wrap, suite of risk-based pooled investments and an investor-directed portfolio service ...

Trustee services provider appoints new chair

ALEX BURKE  |  TUESDAY, 15 MAY 2018
... Partners 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 ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Kuda Wealth now offers a suite of risk-based portfolios designed and built by Watershed Funds Management via the OneVue platform. Kuda Wealth principal Michael Davie said he found OneVue's functionality to be more advanced than other platforms in catering ...

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 ...