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Showing 3471 - 3480 of 7014 results for "Platform"

AMP cuts fees for new wholesale fund suite

ALEX BURKE  |  THURSDAY, 15 FEB 2018
... management fees, thereby supporting investment returns. "The range is part of AMP's broader commitment to offer high-quality platform and investment solutions to help customers achieve their investment and retirement goals." The new range follows AMP ...

Perennial to launch active income ETF

ALEX BURKE  |  THURSDAY, 15 FEB 2018
... follows Perennial appointing a new head of institutional sales, Dan Birch, earlier this month. He joined from trading platform OTCX where he served as managing director of the Asia Pacific business. Prior to OTCX, Birch spent six years at Russell Investments ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing for the Moneysoft ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... SuperConcepts launched a new document management functionality within its self-managed superannuation fund (SMSF) accounting platform, SuperMate. Users can scan or email documents which are then automatically read, categorised and filed via the new intelligent ...

Client engagement tool gains ground

JAMIE WILLIAMSON  |  FRIDAY, 9 FEB 2018
The concept of financial wellness is beginning to drown traditional advice models and a new platform is looking to help save advice practices in need of futureproofing. Your Financial Wellness is an online client engagement platform designed to bridge ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... Asset Management," Meller said. He added: "In wealth management, we've delivered the next phase of our Goals 360 advice platform - the goals modelling engine - enabling advisers to show customers the achievability of their goals during the advice session. ...

Industry fund appoints Whitehelm as investment consultant

DARREN SNYDER  |  THURSDAY, 8 FEB 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 ...

Perennial appoints institutional sales lead

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
... Perennial's equity and risk management product range and Daintree's fixed income offerings. Birch joins Perennial from trading platform OTCX where he served as managing director of the Asia Pacific business. Perennial managing director John Murray said ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
... needs, coupled with a strong client service ethic," Woods said. On the back of the positive response from advisers and platform providers to the PAN-Tribal Global Equity Fund, which passed its $100 million milestone, Baring's appointment will help continue ...