Search Results | Showing 311 - 320 of 2601 results for "Platforms" |
| | | ... propped up aggressive super-switching schemes, starting with advice licensees using lead generation services through to platforms that host the investment options. But it is superannuation trustees, Longo said, that have a responsibility to the end investor. ... |
| | | | ... as one of the largest platform operators, alongside Netwealth, according to Morningstar. The firm predicts that both platforms will reach a 15% market share each by FY30. |
| | | | ... unsure of their ideal setup. In terms of technology spend, this calculated to be $38,000 per practice. The number of platforms used by advisers on average has dropped from 2.2 last year to 2, with 71% of new client flows now directed to advisers' ... |
| | | | ... Despite this, the firm believes shares remain materially overvalued. Morningstar equity analyst Shaun Ler said that both platforms have gained market share, driven primarily by consistent net flows, adviser additions, and product uptake. "Barring a tail ... |
| | | | ... February 2022, more than $480 million have been invested in Shield by at least 5800 consumers, predominantly through super platforms. In February 2024, ASIC halted new offers of investments in Shield, making interim stop orders on four product disclosure ... |
| | | | ... the entire ecosystem of the Australian wholesale market, whether they are wealth managers, banks, research houses or platforms. "Coming into a new market we wanted to do it in the right way constructively and thoughtfully." Additionally, following the ... |
| | | | FirstChoice, BT Panorama and Insignia Financial's Expand are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States ... |
| | | | ... of the U.S. private equity market, and important long-standing relationships with investment professionals at leading platforms. This highly strategic appointment will deepen our network across the North American market, ensuring we continue to have ... |
| | | | ... transitioning advisers ($1.8 billion) and OneVue, the gross outflows are much closer to the market average for custodial platforms. As such, we expect more of our gross inflows to translate into net flows than has been the case recently." |
| | | | Macquarie Asset Management (MAM) has signed an agreement to acquire and combine two specialist platforms - MILESTONE and BaseStack Living - to expand its presence into the European purpose-built student accommodation (PBSA) sector. The acquisitions ... |
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