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Showing 3651 - 3660 of 7014 results for "Platform"

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... Management. "Morrison will underpin Sequoia's current stockbroking and dealing businesses. Importantly, it gives us a great platform to enhance our trading and execution operations without the reliance on third party providers. This is a great market ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... Barclays product in the wider impact investing proposition and will be available to retail investors on the direct investing platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... Barclays product in the wider impact investing proposition and will be available to retail investors on the direct investing platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... Group director of research Alex Dunnin kept the momentum going, presenting the latest research on 15 managed accounts platform providers that host 580 unique managed portfolios and offered via 128 investment managers. Dunnin said managed discretionary ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... team will use the data and reporting capabilities available via Morningstar DirectSM, the company's independent research platform for asset managers and wealth management professionals. This will support BT's research process, Approved Product List (APL) ...

Contango appoints small cap portfolio manager

ALEX BURKE  |  THURSDAY, 14 SEP 2017
... operating cashflows "reflect the investment by the company in key staff and the continued expansion of CGA's operating platform and capabilities. Consistent with its long-term growth objectives, CGA expects that it will continue to have negative operating ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... business. "Our investor base here is dominated by institutional investors, but we also have burgeoning business on the platform side with our unit trust vehicles which are available on a number of different platforms [including HUB24 and Netwealth] and ...