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Showing 3311 - 3320 of 7014 results for "Platform"

BT Financial Advice cuts grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
BT Financial Advice is scrapping grandfathered commissions, effective October 2018. Commissions for products sold by financial advisers across the Westpac, St.George, Bank of Melbourne and BankSA network will no longer be paid on BT products or those ...

The future of advice fee structures

JAMIE WILLIAMSON  |  MONDAY, 18 JUN 2018
... acknowledged that this may prove difficult for many firms. "Most firms are price takers and effectively pay retail rates on platform fees, which places them at an immediate disadvantage. Additionally, most advisory firms construct their portfolios from ...

Class streamlines investment solution

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... and financial planners can use the functionality, previously restricted to accountants. Class partnered with the online platform and mobile app in 2016, aiming to assist advisers make better informed decisions. Simply Wall St analyses more than 72,000 ...

Contango to launch global active ETF

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... Marty Switzer explained that the new partnership reflects his company's new direction as a marketing and distribution platform for global investment managers. "Our focus is to build the leading WCM global equities brand in Australia. We want to enable ...

Equity Trustees appoints US executive, partners in Ireland

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
... executive enter an international role; the second will see it partner with an administrator to launching an Irish fund platform. In a bid to ease American fund managers' access to markets in Australia and Europe, former Westpac and BNP Paribas executive ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' ...

SMSF cash balances not ballooning: BGL

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
... 2017 and 2018. The SMSF administration software developer looked at cash balances of the 140,000 funds hosted on its platform - in an analysis Lesh said is "reasonably representative" of the SMSF sector. "And while I am not a great supporter of a lot ...

Instos partner with Canadian government

JAMIE WILLIAMSON  |  THURSDAY, 7 JUN 2018
... problems that need collective action and robust, practical solutions. Institutional investors have the resources and the platform to make meaningful contributions in all of these areas," Ontario Teachers' president and chief executive Ron Mock said. ...

HUB24 launches portfolio management tool

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
... strategic sales. He will lead business initiatives involving licensees, boutiques and new corporate partners. Day joined the platform provider to take on the role of head of key accounts. In her most recent role at CFS she served as head of strategic ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
In its latest round of platform enhancements, Netwealth has added the ability for investors to participate in class actions. As of this month, Netwealth has made available information on open class actions within the platform's Corporate Actions ...