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Showing 3461 - 3470 of 7014 results for "Platform"

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... service to its adviser network. Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution is designed specifically to assist advisers in efficiently delivering flexible ...

Bell FG flags US expansion

KARREN VERGARA  |  THURSDAY, 22 FEB 2018
... from its institutional broking and equity capital markets division, and recurring or "low touch" revenue. Online broking platform, Third Party Platform contributed $14.2 million to the top line, up 15% year-on-year. Bell FG owns Bell Potter Securities ...

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... portfolio reports. Properties are segregated into separate sub-funds and issued with an APIR identifying code on the DomaCom platform which is then visible on XPLAN via the EPI data feed. DomaCom chief executive Arthur Naoumidis said the integration ...

BetaShares shareholder buys $13 billion fund manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... connecting one of the most successful US ETF firms to a prominent Asian-based global ETF manager, creating a powerful ETF platform. Through this merger, we expect to enhance our strong tradition of offering innovative investment solutions and that we ...

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
... Sargent, saying it was a huge coup for the business to have attracted someone of his calibre. "With the New Payments Platform and Open Banking initiatives underway, we're seeing the data feeds area evolve very quickly. Delivering data feeds in a way ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
IOOF is increasing efficiencies for financial advisers through a raft of enhancements to its leading retail platform, including non-lapsing binding nominations. Advisers using the IOOF Pursuit platform no longer need to update binding nominations every ...

Best interest duty failures lead to EU

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... commercial arrangements with Orth or Real Wealth. "There are over 1000 advisers in the market who recommend the HUB24 platform to their clients. Mr Orth is an adviser who had clients invested in the HUB24 Super Fund up until July 2016," the platform ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... "means we can deliver superior service for our advisers and their clients." The diversified wealth firm recorded 1H18 platform inflows of $617 million, marking the 20th consecutive quarter of positive platform inflows. Kelaher highlighted the ANZ Wealth ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
Self-managed superannuation fund members have driven the La Trobe Financial Credit Fund to more than $2 billion in funds under management, tripling its size in three years. The fund, which sits on more than 10 platforms and 200 approved product lists ...

Commonwealth Bank recruits Suncorp executive

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2018
Commonwealth Bank has appointed a new general manager, advice professional services from Suncorp. The bank has confirmed that Ronna Ludgate commenced in the role at the end of January, leaving her position as head of distribution, conduct and professional ...