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Showing 3731 - 3740 of 7014 results for "Platform"

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs. Insights from the Investment Trends Planner Technology Report show 75% of financial ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... strategic fit, adding scale to the existing super fund business and will enable access to new clients through a trustee platform. IRESS chief executive Andrew Walsh added: "MainstreamBPO has been a client of IRESS for many years, using our technology ...

Bravura inks deal with $4.7bn insurer

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... established in 1862 and with about $4.7 billion in assets under management, will now use Bravura's Sonata wealth management platform across its life insurance and pensions business for its million-plus policyholders. Going live with Sonata involved the ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... generating returns, preserving capital and effectively managing tax outcomes. "Launching SMA strategies on the Powerwrap platform allows us to extend the options available for financial advisers and investors to access our investment strategies," PPM ...

AMP Capital grows infrastructure team

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... reflect AMP Capital going from strength to strength after a successful US$2.4 billion close of the global infrastructure platform at the end of last year, and growing its capabilities in the energy sector.

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
The latest CFA Institute report shows fintechs specialising in blockchain, robo-advice, mobile payments and peer-to-peer lending have the highest potential to disintermediate the financial services industry. CFA Society Sydney president Anthony Serhan ...

Looking ahead key to flipping bad money habits

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... better managing their finances. "Using artificial intelligence, we will create an experience within our internet banking platform to help customers plan for 'regular' expenses such as monthly phone bills and also 'irregular' costs like car insurance. ...

Advisers backing fractional property investment

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... crowdfunding campaign by GPS Wealth clients saw DomaCom complete its first fractional property acquisition on the HUB24 platform. It signifies yet another way advisers can work to meet the rising demand for access to property investment. "We engaged ...

Quantifeed launches portfolio for car lovers

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars. The model portfolio comprises companies that are leading the development of self-driving cars, including ...

Ohanessian vindicated by record Praemium inflows

ALEX BURKE  |  FRIDAY, 7 JUL 2017
... administration to $6 billion. Praemium also noted a 41% increase in adoption of its Australian separately-managed account (SMA) platform over the 2017 financial year along with the addition of 71 new model portfolios. Ohanessian said: "We are obviously ...