Search Results | Showing 11 - 20 of 2579 results for "platforms" |
| | | ... required a minimum investment of $20,000 from direct investors. Class B, meanwhile, was available to financial advisers on platforms like Netwealth and BT Wrap. Following a strategic review of the funds' size, investor demand and long-term sustainability ... |
| | | | ... partnership with J.P. Morgan Asset Management and gain access to one of the world's leading global equity and private credit platforms. "Through ongoing investment dialogue, joint programs, and the direct exchange of ideas, this collaboration will play ... |
| | | | ... channel-focused, with managers increasingly looking to scale through ETF model portfolios, semi-liquid structures and retail wealth platforms. "Managers are doing more with less, consolidating the number of providers they rely on and going deeper with ... |
| | | | ... Eric Peterson explained the distinct features of the platform places itself ahead against other competitors. "A lot of platforms in this category make their margin by holding onto clients' uninvested cash rather than paying interest on it. We've ... |
| | | | ... barrier. Meanwhile, the government recently passed the Digital Asset Framework Bill to mandate digital asset exchanges and platforms to carry an AFSL. Openmarkets carries an AFSL and recently expanded its operations into private wealth advisory. The ... |
| | | | ... representative of FSGA from 24 May 2023 to 10 March 2025. He was found to have advised five clients to roll their super into platforms and invest in Shield and First Guardian between July and August 2023. FSGA is currently in liquidation. The Australian ... |
| | | | ... appointment follows the appointment of former Acclaim Wealth chief executive to the role of executive general manager, platforms last month, as well as a new head of professional standards in March. Smith brings nearly four decades of experience in financial ... |
| | | | ... Swyftx to become one of the country's largest fintechs. "We have a big opportunity to compete with more traditional platforms by using blockchain technology to support in areas like investing and payments." Swyftx was granted an Australian financial ... |
| | | | ... following an industry-wide consultation, which places obligations on banks, telecommunications providers and digital platforms to protect consumers from scams. AFCA was subsequently appointed the authorised external dispute resolution (EDR) scheme for ... |
| | | | ... Di Girolamo also thanked Constable, who stepped down to take on a new role at Infocus as executive general manager, platforms. "Terry has played a pivotal role in shaping Acclaim Wealth into the adviser-focused business it is today," Di Girolamo said. ... |
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