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Showing 3621 - 3630 of 7014 results for "Platform"

Chinese wealth firm takes stake in investment platform

ALEX BURKE  |  WEDNESDAY, 18 OCT 2017
A Melbourne-based Chinese wealth management firm has invested $1.4 million in an Australian wholesale investment platform, making it the platform's third-largest shareholder. BMY Group now sits behind Invesco and founder Steve Torso as the leading shareholders ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... group's annual general meeting, Class chief executive Kevin Bungard flagged AMP's plans to migrate off the Class Super platform. While no timeframe has been specified, Bungard said this was because of AMP's SuperConcepts business, which functions as ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... its pension and investments business has $48 billion in funds under management. IOOF will also acquire the following platform and products: advised (retail) including OneAnswer Mastertrust; advised (wrap) including ANZ Grow Wrap and Oasis badged wrap ...

Praemium grows SMA options

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Praemium expanded its separately managed accounts offering, adding 16 new model portfolios. The $4.3 billion platform has added eight models with Shaw and Partners, four with Joseph Palmer, three with State Street and one Evans and Partners model. This ...

Colonial First State names new distribution head

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... experience and deep understanding of CFS's adviser community will ensure it continues to evolve as Australia's leading platform provider. Peter was appointed to the CFS leadership team in 2010 and has been instrumental in ensuring CFS remains at the ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Suncorp has named a new head of wealth and life intermediaries. Dan Waller, who has been acting head since June, has now been appointed permanently to the role. He has more than 28 years' experience in the financial services industry, joining Asteron ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... to start on their personal advice journey," he said. Map My Plan for Advisers is a robo-advice initiative, an online platform that helps people build engagement in the financial advice journey. It has already been employed in financial advice businesses ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... assessments, trade execution, portfolio monitoring and rebalancing and other services, including a secure online messaging platform to connect with APP Securities brokers.

Rising star scores major absolute return mandate

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
An asset manager established in 2016 by Credit Suisse veterans has won an absolute return mandate shortly after receiving a superior rating from SQM Research. Dalton Street Capital, led by co-founders Alan Sheen and Nick Selvaratnam, will manage an ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...