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Showing 3361 - 3370 of 7014 results for "Platform"

RC suggests separating platforms and advice licensees

ALEX BURKE  |  MONDAY, 30 APR 2018
... Rowena Orr at the end of the financial advice Royal Commission was that vertical integration of advice licensees and platform providers carries systemic risk. Orr said that licensees using approved product lists that are "limited or primarily limited ...

ASX gives timeline for CHESS replacement

KANIKA SOOD  |  MONDAY, 30 APR 2018
... consultation process, delivery planning that is currently underway, and throughout the lifecycle of the project as the platform is developed," ASX said in a statement on Friday. Talk of a replacing the Clearing House Electronic Subregister System (CHESS) ...

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
A Papua New Guinean bank and wealth management firm is expanding the implementation of an IRESS fund administration platform. Kina Securities, a $4.3 billion fund administrator, will use IRESS' Acurity Online platform to allow its 700,000 PNG members ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Social media commentators have called for structural changes to the financial planning industry after the Royal Commission wrapped up its investigation into financial advice this week. After a fortnight of revelations during the Royal Commission's probe ...

Saxo Bank moves banking platform to cloud

KANIKA SOOD  |  FRIDAY, 27 APR 2018
Saxo Bank has entered a strategic partnership with tech giant Microsoft, under which it will aim to run the technology stack for all of its banking products on Microsoft cloud. Founder and chief executive Kim Fournai said the move will help the bank ...

Whitehelm Capital acquires AGL assets

KARREN VERGARA  |  FRIDAY, 27 APR 2018
... 70% of the business and the remainder is owned by Challenger under its Fidante Partners multi-boutique funds management platform. It is also the investment consultant to Prime Super. In September 2017, Whitehelm acquired a petroleum tank storage terminal ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... Kuda Wealth now offers a suite of risk-based portfolios designed and built by Watershed Funds Management via the OneVue platform. Kuda Wealth principal Michael Davie said he found OneVue's functionality to be more advanced than other platforms in catering ...

Fidelity to launch active ETFs

ALEX BURKE  |  THURSDAY, 26 APR 2018
Fidelity International will be launching a range of active ETFs in the Australian market as part of a move to make active management "frictionless" for investors. Speaking to Financial Standard, Fidelity Australia managing director Alva Devoy said that ...

IOOF updates market on ANZ wealth sale

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... February 2018. At the time, managing director Christopher Kelaher said the purchase will position IOOF as the fifth-largest platform provider and second-largest advice business in Australia. "Organic growth is a key part of our advice-led strategy. Advice ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... best interests. In September 2015, Equipsuper invested in Clover to develop the fund's digital advice and investment platform. Equip MyMoney is the fund's custom-built superannuation version of Clover's automated investment service; it helps members ...