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Showing 3261 - 3270 of 7014 results for "Platform"

Industry bodies respond to RG97 review

KARREN VERGARA  |  THURSDAY, 26 JUL 2018
... decision-making on fee and cost disclosure." Industry Super Australia public affairs director Matt Linden said the bank platform exemption from consolidated investment costs disclosure remains an issue. ISA is calling on ASIC to adopt the recommendation ...

BTFG will pay back grandfathered commissions to customers

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
BT Financial Group will pass on the benefit of banning grandfathered commissions to its clients instead of retaining it, the Financial Services Council Summit heard. BT Financial Group general manager advice Michael Wright told Financial Standard the ...

SPECIAL FEATURE: Breaking the custody mould

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... are doing as being a smartphone provider. We might be Apple, we might be Samsung, we might be a Windows phone. We are a platform within which we support all these applications." The phone analogy breaks down because the jump from clunky phones to smartphones ...

ASIC unveils RG97 review

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... roadblocks arose due to the multiple layers of products on platforms - fee and cost impacts occur at both the level of the platform itself, and within investment products, the report said. Consumers and in most cases, their advisers need to appreciate ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
PPS Mutual created a new state leadership role that will work closely with financial advisers in the region. Sabrina Sequeira-Walmsley takes on the new role of NSW state manager after working as national partnership manager at the Association of Financial ...

Custodian strengthens front-office with $3.5 billion acquisition

KANIKA SOOD  |  MONDAY, 23 JUL 2018
A $46 trillion global custodian is set to acquire a front office solutions developer to strengthen its servicing platform for asset managers and asset owners. State Street has entered a definitive, all cash agreement to acquire Charles River Systems ...

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
BT Financial Group is introducing a new fee structure for BT Panorama and offering a compact version of the platform. It is also releasing an online adviser services hub later this year. BTFG announced a raft of changes to its platform offering today ...

Ex-industry super fund chief joins robo-adviser

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
A former industry superannuation fund chief executive has joined the board of a robo-advice platform. Danielle Press is now the first female director on the board of Six Park, bringing 25 years' of experience in financial services. "Danielle brings ...

Former PIMCO chief boosts Aussie fintech

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... and strengthens our ability to solve the multi-asset challenges of our institutional clients." Jacobi is a cloud-based platform for multi-asset portfolio design and engagement established by Mackenzie - a former QIC chief strategist - in 2014. QIC's ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... only to those who were self-employed." Separately, BT added digital consent functionality to its BT Panorama investment platform, allowing advisers to request client approval either through SMS or BT Panorama's online message centre. According to BT ...