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Showing 3281 - 3290 of 7014 results for "Platform"

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
... consolidate clients' wealth "any asset, in any market, at any time." Storm told Financial Standard the investment platform was established three years ago and has about 29 employees. Spitfire is now live, and signed on its first client, a private ...

IMF Bentham eyes potential Facebook, Cambridge Analytica goldmine

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... institutional investors reassessed where Facebook sat within their overall ESG strategies. Most tellingly, BetaShares removed the platform from its $208 million Global Sustainability Leaders ETF, meaning that the likes of Future Super and Raiz Invest ...

Bell Financial expects solid H1 profits

KANIKA SOOD  |  WEDNESDAY, 11 JUL 2018
... pipeline for the second half of the year. It also sees a competitive edge from its July 5 acquisition of Third Party Platform (TPP) in which it had already owned an approximate 57% share. "Bell Financial Group now owns 100% of what we believe to be the ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users are attempting to grow wealth outside of super, while 28.6% are using it to accrue retirement savings. ...

Raiz close to super product launch

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Micro-investing platform Raiz has completed the beta testing phase of its superannuation product, which boasts charging some of the lowest fees in the market for balances of $50,000. After announcing plans for its super product in March, Raiz Invest ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
Financial advisers rated Netwealth as the top administration platform in Adviser Ratings' annual satisfaction survey. More than 1100 advisers surveyed in the Financial Advice Landscape Report said Netwealth delivered the best investment functionality. ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
Rainmaker research says the managed accounts market is growing three-times the rate of the regular platform market. In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to further this industry insight. ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... sit within the retail banking services division. NAB announced in early May it will sell off MLC Advice, along with its platform, superannuation and asset management units. In October 2017, ANZ offloaded its pension and investments arm and four aligned ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...

Digital transformation challenges super funds

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... more evolved digital member account experience through a well-developed mobile app and replacing their administration platform provider's online member portal with a more user-friendly interface."