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Showing 3661 - 3670 of 7014 results for "Platform"

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... provision of self-managed super funds and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, and Super Know How, a specialist superannuation ...

Investors happier with online broking: Investment Trends

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
... online broking industry has increased for the first time since 2015, as 85% of online investors deem their preferred platform to be either good or very good. The Investment Trends 2017 Australia First Half Online Broking Report shows Australia's online ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Legacy systems and antiquated business models of the global insurance industry are beginning to see significant disruption, prompting traditional insurers to up their game to get ahead of the curve and presenting prime opportunities for collaboration. ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... based on a core satellite philosophy. McGregor was running the CARE methodology as a model portfolio on an adviser or platform level, which also had a mixture of direct investments and ETFs. CARE was an ideal way of explaining complex topics to clients ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
Clients of BGL Corporate Solutions and Xero will see their compliance workloads reduced following the integration of Simple Fund 360 and CAS 360 with Xero Practice Manager. The two-way integration upgrade will ensure that changes made to a client's ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... philosophy in helping customers through goals-based advice, together with United Capital's innovative use of the Salesforce platform, creates significant potential for learnings and synergies as AMP implements its new operating and customer relationship ...

BT appoints CIO and grows investment team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
BT Financial Group has named its new chief investment officer, revealed further additions to its investment team, and confirmed the search for a new asset allocation head. Having served in the role since the departure of Martyn Wild in March, Corrin ...

Macrovue hires from Macquarie and BT

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... than 20 years' experience building software for financial institutions to the role, having led teams delivering trading platform solutions for real time trading and for mid-frequency trading strategies across Australian and Asian markets. Seshadri makes ...

Boutique investment manager continues retail trend

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
A Sydney-based boutique investment manager is joining the shift towards an increasingly sophisticated retail market, launching a retail class of its flagship concentrated global equities fund. Avenir Capital will make the Avenir Global Fund accessible ...

Why ASIC delayed RG97

ALEX BURKE  |  FRIDAY, 8 SEP 2017
ASIC senior executive leader, investment managers and superannuation Ged Fitzpatrick explained to delegates at the Australian Institute of Superannuation Trustees Super Investment Conference why the regulator delayed the RG97 reforms. He said the approximate ...