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Showing 3751 - 3760 of 7014 results for "Platform"

BTFG upgrades Panorama app

JAMIE WILLIAMSON  |  THURSDAY, 29 JUN 2017
Growing demand from financial advisers to be able to work on-the-go is behind upgrades to the BT Panorama app, and its use has surged in the last 12 months. Upgrades made by BT Financial Group to the app include an external assets view, fee details ...

Asset managers must overhaul operating model: Study

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2017
Asset managers are finding it tough to achieve growth as a result of investors demanding better portfolio diversification and value for money. That is the view of about two-thirds of 500 global institutional investors highlighted in a State Street study ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... current financial year of more than $5 billion (55%), with Netwealth's total FUMA standing at $14 billion. According to the platform provider, the growth reflects its emphasis on providing market leading managed account and platform technology, as well ...

NAB Financial Planning appoints super fund executive

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A former senior leader at First State Super and IOOF is leading NAB Financial Planning's client services and paraplanning capabilities. Rebecca Harrison will be responsible for the delivery of client services operations across Australia for advisers ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

Link Group makes $1.5bn UK acquisition

ALEX BURKE  |  MONDAY, 26 JUN 2017
... and an experienced management team." "The business is highly complementary to Link Group and represents an attractive platform for our company's further expansion into the UK and European markets," McMurtrie said. "Whilst Link Group has been a market ...

Finance braces for Amazon effect

EMMA RAPAPORT AND DARREN SNYDER  |  MONDAY, 26 JUN 2017
... Amazon will operate at a special advantage because the detailed relationship they build up with their suppliers provides a platform from which they can offer hyper-tailored solutions, and thereby disintermediate the market. Fund manager Capital Group ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
Listed wealth management platform HUB24 appointed Craig Lawrenson as its chief operations officer. Lawrenson will start his new role in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently ...

BlackRock snares share of robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
... Scalable Capital manages more than €250 million for about 6000 private customers in Great Britain and Germany. Its platform is already geared to multiple languages and currencies, and can be modified to comply with various tax and regulatory systems. ...

US investment giant hires Australian insto head

ALEX BURKE  |  WEDNESDAY, 21 JUN 2017
The asset management business of one of the largest life insurance providers in the world is furthering its Australian distribution footprint with the appointment of a head of institutional relationships. Cameron Sinclair joins PGIM, the Prudential ...