Search Results | Showing 11 - 20 of 21 results for "OneVue Platform" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 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 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 ... |
| | | | 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 ... |
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